Portfolio Analyst Resume Samples

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C Collins

Candice

Collins

110 Pinkie Turnpike

Los Angeles

+1 (555) 850 4509

110 Pinkie Turnpike

Los Angeles

Phone

p +1 (555) 850 4509

Experience Experience

New York, NY

Portfolio Analyst

New York, NY

Kemmer-Frami

New York, NY

Portfolio Analyst

Work with the portfolio managers to develop strategies for each of the portfolios to improve performance and manage risk
Works with management to establish objectives and work to ensure performance against those objectives
Provide regular status updates to the Manager of Portfolio Management and Managing Director of Global Development
Perform standard processes established for client and participate in providing recommendations for continuing improvement and streamlining of procedures
Develop and maintain critical financial databases and models that provide reports/operating performance data to corporate/affiliate senior management
Develops and executes strategies to assist in improved alignment of all enterprise-wide portfolios with stated target portfolios
Support Portfolio Managers with real estate analysis, portfolio management attribution, and performance calculations

San Francisco, CA

Credit & Portfolio Analyst

San Francisco, CA

Auer, Brown and Wolff

San Francisco, CA

Credit & Portfolio Analyst

Develop and continually improve risk management framework and processes for funds
Work on Integration of data sources and the development of data routines to create standardized datasets from raw data
Develop and maintain effective working relationships with colleagues in other areas of Risk Management
Act as subject matter expert for NAV (Net Asset Value) Data analysts and assist with workflow management of the NAV Data Team
Independently manage development and implementation of effective risk management strategies that help mitigate credit losses
Act as subject matter expert and assist with workflow management of the Limit Monitoring Analysts covering the Global Banks Portfolio
Manage and execute portfolio management strategies against ICG global credit and market risk

present

Detroit, MI

Senior Portfolio Analyst

Detroit, MI

West Group

present

Detroit, MI

Senior Portfolio Analyst

present

Working towards completion of CFA program
Monitoring of manager portfolios and funds to understand strategies and risks taken
Monitor portfolio performance and risk across a wide range of portfolios and instrument types
Monitoring of investment guidelines at a fund and manager level
Supporting internal advisors with business development, new client opportunities and client meetings
Lead business review sessions with key stakeholders to understand business performance by segments and assist with formulation of action plans
Updating CRM (Client Relationship Management) database with all client communications

Education Education

Bachelor’s Degree in Technical

East Carolina University

Bachelor’s Degree in Technical

Skills Skills

Relational database knowledge, strong spreadsheet proficiency and analytical skill-set
Detail oriented with a strong ability to multi-task and work under pressure in a fast paced environment
Ability to build professional networks; knowledge of company's strategic direction and strengths and weaknesses
Strong organizational skills, attention to detail, time management skills, ability to manage many tasks simultaneously while meeting critical deadlines
Able to provide quality assurance and comfortable questioning members of business and change team
Proficiency with Microsoft Office applications, including the ability to create graphs and tables using Excel and proprietary software
Excellent verbal and written communication skills, underpinned by solid analytical and problem solving ability
Strong knowledge of commercial real estate sectors (office, hotel, multi-family, retail and industrial) and markets
Demonstrated ability to think on your feet and make good decisions
Capable of performing advanced data analysis using SQL. Familiarity with data visualization tools is a plus e.g. Spotfire, Tableau

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Senior Portfolio Analyst Resume Examples & Samples

Monitor portfolio performance and risk across a wide range of portfolios and instrument types
With guidance from the portfolio manager, implement asset allocation and policy across different portfolios
Assist in fund cash flow monitoring and implementation of portfolio rebalancing across growing suite of funds
Trade orders for funds, ETFs, structured products, and derivatives in Charles River Investment Management System
Follow-up with trading, execution and settlement teams
Respond to client and portfolio management queries
Research and develop global macro thematic trade ideas
Assess suitability of investment options for implementation of trade ideas
Generate monthly and ad-hoc portfolio reports for portfolio management team
Develop/update presentations and reporting materials using various market data tools
Assist with gathering data and creation of presentations and fund commentaries
Act as a product management liaison for portfolio, trading, and strategy insights
Assist in maintaining a macro slide library to support investment strategy decisions
Assist with the collection of market data from internal and external sources, and completing ad hoc research, as needed
Gather and summarize external research for portfolio management
Bachelor’s degree with a focus on Economics, Finance, Financial Engineering, or related field
Progression towards CFA designation desirable; Level 2 CFA preferred
Strong interest in all markets, with experience in portfolio analysis and multi asset classes preferred
Knowledge of portfolio construction techniques and derivatives desirable
Outstanding attention to detail and ability to manage multiple projects simultaneously
Proven information gathering skills
Must be a team player but with the capability to work independently with minimal supervision
Proficiency in data processing and Microsoft Office applications (advanced level of Excel and VBA skills is required)
Knowledge of industry software such as Bloomberg, FactSet, Datastream etc

Senior Portfolio Analyst Resume Examples & Samples

Enter trade orders for funds, ETFs, structured products and derivatives in Charles River Investment Management System
Assist with gathering data needed for presentations and fund commentaries
Assist with the collection of market data from internal and external sources
Gather and summarize external research from IMF and BIS data sources
Level 2 CFA required
Strong interest in all markets with multi asset class experience preferred
Must be a team player but with the capability to work and think independently

Portfolio Analyst Resume Examples & Samples

Attend team investment related meetings to develop an understanding of EMD markets, our investment ideas, and performance driver
Organize and maintain all regularly required materials for clients - monthly data sheets, attribution, market commentary
Organize and maintain client related presentation
Organize and maintain fund related commentaries (quarterly, semi-annual, annual)

Portfolio Analyst Resume Examples & Samples

Strong written and verbal communication skills. Must communicate well with others at all levels to achieve a common goal
Highly motivated and productive self-starter
Flexibility and adaptability
Ability to deliver results within the established timeframes while managing multiple priorities
Ability to work independently; excellent analytical and self-motivational skills; excellent advocacy and persuasive skills
Ability to establish and maintain cooperative working relationships with team members and senior management in the course of performing assigned duties
Ability to organize and prioritize workflow and coordinate the work of others
Strong analytical skills, ability to resolve simple and complex issues quickly and accurately

Archon Realty Management, Portfolio Analyst Resume Examples & Samples

Ensure the accuracy and the consistency of the information modelized by the management by checking the cash flow models
Modelize the portfolios’ own evolution
Follow-up activities, and the comparisons budgets/results
Check the follow-up of management decisions, approved by the investor (deadline, amounts, strategies)
Approve the evolution of the portfolio perimeter (sales, repossess, acquisitions, …)
Sensitivity studies
Gather / centralize information that are necessary for portfolio reporting
Check the cash flow models and the Business Plans
Produce reliable reporting, consistent with the management decisions, and the investors’ requests
Be able to consolidate the various elements of the portfolio activities
Establish a constant information flow with the management teams
Check the consistency of the information sent out
Consolidate information
Dynamic evolution of reports issued based on the investors’ requests
Superior education such as Faculty of Economics or equivalent University
Excellent knowledge of office automation instruments (Excel, database, …)
Fluent in English
Respect deadlines
Quality and frequency of defined reporting models
Portfolio Manager’s and investors’ positive substantiation
Quality of relationship with the management teams

Portfolio Analyst Resume Examples & Samples

Support the PM team with all aspects of portfolio management, implementation, portfolio rebalances, transition events and daily monitoring of investment portfolios. Generate model portfolios, prepare portfolio trades, review for reasonability and validate all inputs used in investment process
Support the PM team on daily model portfolio generation; this includes producing required data inputs, managing optimization strategies, and generating analytic packages in an automated process
Collaborate with Quantitative Analysts, Research Analysts professionals in supporting the daily management of quantitatively driven portfolio strategies
Run portfolio analysis, attribution reporting, performance analysis, ad-hoc reports, investment commentary and preparation of monthly/quarterly reporting
Liaise with Operations and Custodian Banks with regard to cash and position reconciliation as well as account set up
Liaise with internal technology teams to maintain and develop a scalable and robust infrastructure platform
Help manage the documentation of processes and procedures
Bachelor's Degree in Finance, Economics, Mathematics, or related technical field; Master's degree preferred
CFA or progress towards charter preferred
Minimum 2 years of experience with portfolio analysis, quantitative analysis, portfolio management, trading, investment operations or related investment experience
Knowledge of quantitative investment practices, including portfolio optimization, is strongly preferred
Strong technical skills, including basic programming languages is strongly preferred
Knowledge of global financial markets, portfolio management techniques, and investments
Investment decision making skills; financial analysis; strategic and theoretical skills
Proficiency with Bloomberg, FactSet, Charles River OMS is a plus
Self starter who is able to prioritize workloads, operate under tight deadlines, and able to maintain poise under pressure
Highly accurate and detail oriented
Demonstrated ability to think on your feet and make good decisions
Excellent interpersonal skills, unassuming ego and desire to work in a team based environment

Gf-credit & Portfolio Analyst Resume Examples & Samples

Coordinating information flow from Account Credit Specialists/ LV/ Portfolio Analytics Teams in Singapore / Hong Kong and processing of credit approval packages
High degree of client’s information confidentiality
Ability to analyze Net Worth / Cash Flow of CPB Clients
Good understanding of financial statements and accounting standards
Understanding of legal systems and documentation
Understanding of CPB Credit Policies and Credit Product Program
Understanding collateral valuation
Knowledge of Capital Markets instruments and characteristics
Risk management skills
Result oriented individual who is able to work against tight deadlines, and willing to put in long hours when required
A good university degree at a minimum. Knowledge of Finance and Accounting will be an advantage
Up to two years of working experience, preferably in a financial institution

Credit & Portfolio Analyst Resume Examples & Samples

BA/BS Degree with specialization in Business, Statistics or Economics
Minimum 5 years experience in mortgage industry preferably reporting and/or portfolio analysis
Knowledge of SAS or SQL programming
Ability to multi-task, organize and prioritize responsibilities required
Strong knowledge/skills with Microsoft Access database and Microsoft Office Suite desired (powerpoint and excel)
Functional and working knowledge of loan processing and servicing systems including Citilink, ACAPS, LPM and Data Warehouse
Strong organizational, written and verbal communication skills desired
Possess a results driven attitude committed to producing a superior quality work product

Credit & Portfolio Analyst Resume Examples & Samples

The portfolio analyst will support risk managers with day to day responsibilities and ad-hoc requests for a diverse portfolio of European, Middle Eastern and African (EMEA) Banks and Financial Institution clients
Proactively monitor exposures; undertake analysis/ investigation where required to ensure exposures are properly reported and exceptions resolved. This may include interacting with Sales and Trading as well as Credit Risk to understand the credit transaction
Candidate must be able to work as part of a team oriented environment, as well as independently
Ideal candidate will have a proactive approach to problem solving and the ability to meet tight deadlines
Requires a great deal of resourcefulness and ability to gather, synthesize, and present findings from disparate sources
Undergraduate degree 1- 2 years financial services experience recommended
Strong Analytical skills Must be proficient with Excel Credit/Risk Experience and Access database knowledge a plus

Credit & Portfolio Analyst Resume Examples & Samples

Code, develop & implement business logic. Independently own the final solution as detailed and designed by the project team with guidance/collaboration as needed from team members
Responsible for initiating interactions with other teams to clarify information and resolve issues
Attend project meetings and contribute information relevant to project design and implementation based upon prior experience
Provide analysis and detailed results of data and project deliverables
Provide analytic support of internal processes by evaluating production data and provide ongoing support in the monitoring of key systems
Provide ad hoc support to Risk Policy for historical data / retro analysis
Identify issues, document root cause and propose solutions
Problem resolution (Historical research, current business case validation)
Development and maintenance of system documentation to include process flow designs, charts, decks, etc
Understanding of Risk Management and business strategies /actions and risk scoring a plus
Experience with econometric modeling and statistical modeling or application risk scoring a plus
Proven ability to present credibly to both large and small groups

Credit & Portfolio Analyst Resume Examples & Samples

May train less experienced personnel
Ad hoc reporting and analytics requests as required
At least 7 years related experience
Mental/visual stress (e.g., dealing with eyestrain from extended computer use)

Gf-credit & Portfolio Analyst Resume Examples & Samples

Work with Risk Management, Finance, and various business units on Basel III capital optimization initiatives
Assist credit specialists and portfolio managers with questions related to Basel eligible margin loans treatment and delinquency managed aspects
Produce presentations and communicate results to multiple levels of the organization
Responsible for Basel delinquency managed data preparation, review with Senior Credit Officers for approval
Track and review delinquency managed portfolio parameters on monthly basis; assist in reviewing delinquency reports and escalate as required
Education BA/BS, graduate degree is a plus
2 to 5 years of relevant experience in a similar role
Experience/knowledge of finance and stress loss testing. (CCAR 14-A data submissions and 14-Q stress loss analysis is a plus)
Experience playing the user role in system integration projects, provide input to test plans and test scenarios
Ability to create and/or interpret process flows depicting business processes and synthesize information to senior management
Ability to act autonomously, deliver results on large scale projects, and propose viable pragmatic solutions
Effective communication skills at various management levels
Skilled user of Microsoft Excel, Access, PowerPoint, SharePoint, and Adobe Standard. Experience with Visual Basic and Business Objects is a plus

Portfolio Analyst Resume Examples & Samples

Minimum of 2yrs indirect underwriting/credit analysis experience preferred
Thorough knowledge of consumer credit bureaus
Knowledge of financial products, policies, and procedures and fair lending regulations
Excellent attention to detail skills
Service oriented and ability to maintain relationships

Portfolio Analyst Resume Examples & Samples

Handle complex client needs, including creating investment policies, conducting asset allocation analyses, analyzing and interpreting investment performance, conducting investment manager searches, analyzing and interpreting investment performance
Present results to Consultants in oral and written form
Serve as direct day-to-day point of contact for clients and address complex questions and requests
Work closely with Consultants, other members of the consulting team, and broader ACG team members
Strong working knowledge of investment products
Detail oriented with the ability to work effectively with multiple clients including consultants, clients, custodian banks, investment managers, and others within our firm

Credit & Portfolio Analyst Resume Examples & Samples

Credit analysis of ICG clients within diversified industrial segments. Main tasks include risk assessment, credit analysis, reviewing financial results, peer analysis and preparing financial projections
Member of deal teams for credit related transactions. Main tasks include preparation of greenlight and transaction approval memos, conducting due diligence, building cash flow models and doing sensitivity analysis
Close interaction with coverage and product teams
Portfolio management: developing a forward-looking view of the portfolio and the industry covered, understanding the credit process, policies and Citi's risk appetite, staying on top of credits, anticipating developments and reacting to news, escalating credit concerns/updates to senior risk and business managers and proposing risk mitigation action to be taken
Preparation of portfolio reviews and conducting stress tests are also important aspects of portfolio management
Building good and effective working relationships with various teams across the bank (Bankers, Risk Managers, CoE Analysts, Credit Risk Management Services etc)
Degrees(s): Bachelors and/or Masters degree Major(s): All disciplines are welcome to apply
Accounting/Business/Finance emphasis preferred
Location: Buffalo, NY
Training: Citi will provide a multi-week training course that will cover financial statement analysis, financial modeling and will introduce analysts to Citi’s internal systems

Portfolio Analyst Resume Examples & Samples

Be detail oriented and self-motivated and be willing to be judged on results
Have flexibility in his/her approach to new ideas and projects
Have an understanding of the property and general investment markets
Have outstanding analytical and communication skills. The ability to critically analyze ideas and proposals is key to this post and therefore some experience in an analytical role is essential
Have excellent modeling and spread-sheeting skills
Have a good understanding of financial and accounting theory and practice
Be able to demonstrate clear evidence of being a team player
Bachelor's degree or international equivalent
Minimum of 2 years' experience in the real estate or private equity business with the majority of this time spent in analyst roles
Strong knowledge of Microsoft Office applications
Candidates or completion of the following programs are favorable but not required: CFA, CAIA, or CIPM

Portfolio Analyst Resume Examples & Samples

Participate in portfolio management activities for a broad array of Individual, Family and Trust and, Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate
Ensure that portfolio managers have adequate information to perform daily portfolio management duties (strong focus on various information systems)
Develop investment strategies for clients in coordination with the Portfolio Management and Open Architecture Asset Allocation teams
Assist in the management of all aspects of client relationships, including communication, trading and coordination with Portfolio Managers, Strategic Advisors, Account Administrators and Marketing
Strong quantitative, analytical, and interpersonal skills
Bachelor’s degree in Finance, Economics or related subject and 2-5 years experience within the finance industry
Proficiency in Microsoft Office Suite, Bloomberg, Moxy, APX
Ability to multi-task and establish priorities
A passion for financial markets
MBA and/or CFA a plus

Credit & Portfolio Analyst Resume Examples & Samples

Perform vigorous analyses using analytical and statistical tools to identify gaps and opportunities for the channel, and to drive changes to credit policy to optimize risk-rewards tradeoff
Present analytical findings and business implications to management
Manage PCLI programs and any new initiatives end-to-end in collaboration with internal Risk teams and cross-functional partners
University degree(s) in analytical disciplines
2+ years of experience in similar roles
Strong quantitative aptitude and advanced skill in Excel, Access, SAS, SQL, and/or other analytical/data mining tools
Excellent communication and team skill. Cross-functional project management experience is highly desirable
Detailed-oriented, high level of intellectual curiosity and strong sense of ownership
Demonstrated ability to multi-task effectively and work against tight deadlines
Prior experience in financial services is desirable but not mandatory

Credit & Portfolio Analyst Resume Examples & Samples

Risk assessment and credit analysis of existing relationships including periodic review of financial results and statements to monitor operating performance, liquidity position and financial condition, peer analysis, and preparation of financial projections and sensitivity analysis
Conduct industry reviews and identify trends and risk drivers in particular sectors
Assist in periodic portfolio reviews testing for industry, sector and obligor concentrations and assist in meeting ad-hoc Regulatory Requirement needs
Proactively monitor credit exposure, undertake analysis / investigation where required to ensure exposures are properly reported and exceptions resolved
Maintain a high degree of understanding of internal credit policy and reporting requirements
Strong analytical skills and solid understanding of Accounting and Corporate Finance concepts
Strong team player who also can work well independently

Credit & Portfolio Analyst Resume Examples & Samples

The portfolio monitoring analyst will support risk managers day to day for a diverse portfolio of North American and European Mutual Fund clients
Proactively monitor credit exposure levels; undertake analysis/ investigation where required to ensure that the exposure levels are properly reported and any exceptions to credit exposure limits are resolved in a timely manner. This may include interacting with Sales and Trading as well as other ICG Risk support units to understand the credit transaction
Coordinate with other departments and various levels of management in ICG Risk regarding credit risk reporting issues, including the investigation of data quality issues and resolution of data reporting errors
Manage assigned projects in a timely manner, ensuring that deliverables are met
Identify policy and procedural gaps within the department and propose solutions
Demonstrate an ability to resolve issues identified by internal and external auditors and interpret information requests from Regulators (e.g. the Fed, SEC and OCC)
Develop an understanding of how financial and capital markets transactions, including derivative and foreign exchange products, generate credit risk exposure and how this affects extensions of credit to mutual fund clients
Develop and maintain effective working relationships with colleagues in other areas of ICG Risk
The ideal candidate will have strong quantitative skills; good interpersonal skills; good written and communication skills; and be able to learn and adapt quickly
Candidate must be able to work as part of a team, as well as independently on assigned tasks
1- 2 years financial services experience recommended
Strong Analytical skills
Credit/Risk Experience and Access database knowledge a plus

Credit & Portfolio Analyst Resume Examples & Samples

Provide oversight/guidance as a subject matter expert as it relates to Real Estate Operations (Branch and Centralized groups)
Analyze business and market trends as it relates to the Real Estate industry
Support various BAU processes related to data analysis, development of monthly presentations, and reporting
Use various data platforms and statistical tools for a variety of established and ad hoc analyses
Support and complete all ad-hoc data/project requests in a timely fashion
3+ years’ experience in financial services industry – Real Estate knowledge preferred
Self-starter with strong analytical and problem solving skills
Advanced MS Office skills including the ability to conduct comprehensive data analysis in Excel
Builds partnerships across functions/regions; collaborates with others to identify problems, provide solutions, and reach agreements
Must have good communication and presentation skills (both verbal and written)
SAS programming skills preferred

Credit & Portfolio Analyst Resume Examples & Samples

Preparation of the CLO monthly Registry/Portfolio
Preparation and distribution of the CLO Quarterly reports
Liaison with external Verification Agent for the Registry and Qtly report reconciliation
Service annual investor requirements including Annual Peer Review and stratification analysis
Management of credit default process including monitoring of deteriorating credit, identification of EoD and liaison with all internal and external groups including, Business, Risk, IRM, Legal, external Verification Agent and investors
Internal communication and wall crossing
Internal cost allocation with CLP/Finance and Tax
Calculation and reporting of Risk and Regulatory Capital (RAP) benefits
Knowledge of Citi's internal financial, trading and credit systems with ability to navigate, extract and interpret data
Understanding of financial markets and knowledge of structured products a bonus
Experience developing automated/technical solutions also a plus
Knowledge of Basel II/III useful
Excellent communication and interpersonal skills a must
Proficiency in Excel; VBA a plus
Strong risk management and data quality discipline

Portfolio Analyst Resume Examples & Samples

Develop a strong understanding of TWDC’s global real estate portfolio
Enter, update, and audit data in a variety of systems including Tririga IWMS and other proprietary models
Identify and implement reporting methods for 10K report, brokerage fee reporting/reconciliations
Maintain annual activity data for production of mid-year and year end result reports
Assist/create presentation materials for various real estate initiatives
Develop working relationships with various internal partners including Corporate Legal, Lease Administration and Finance
At least 2 years of prior work experience in corporate real estate or research/analysis/database management position required
Proven ability to gather, extract, organize, analyze, and interpret detailed data from a variety of sources
Must have proficiency with MS Office Suite, particularly Excel and PowerPoint, and preferably with lease administration and facility/property management systems
Strong analytical skills and attention to detail is required
Experience with Tririga is a plus
Knowledge of corporate real estate leasing, real estate market analysis, occupancy planning, and/or strategic planning a plus
4-year degree with preferred emphasis and/or coursework in real state, business, economics, or finance

Portfolio Analyst Resume Examples & Samples

Gathering, reviewing and applying data from internal and external sources to support client reporting requirements, Request for Proposals (RFPs), and other existing and potential investor questions
Trade construction: working with PMs and traders to construct trades and to implement portfolio rebalancing
Risk: assist with investment team risk reporting (daily/weekly runs, ad hoc analyses, work with risk team to enhance team risk reporting)
Performance and attribution: work with PMs and portfolio specialists to run, analyze and interpret performance attribution reporting (both investment team's and performance teams’) for portfolio management and client reporting purposes
Position reporting: work with portfolio specialists and operations teams to improve and broaden position reporting for PMs and clients
Liquidity reporting and monitoring: design, create and run reports addressing liquidity of positions held by the team’s funds
Ad hoc projects and requests
Bachelors degree required. Progress toward CFA a plus
Resourcefulness and ability to think creatively is extremely important
Basic understanding of financial instruments such as futures, bonds, swaps, FX forwards, etc
Thorough knowledge of and expertise in working with excel
1-2 years relevant investment experience on either buy-side or sell-side, with particular experience working with accounting and trading systems for top-down, multi-asset investment strategies a plus (but not required)
Experience working with financial market data sources (Factset, Bloomberg, etc.)
Ability to work independently and to coordinate efforts across teams within a large firm
Time management skill, attention to detail

Credit & Portfolio Analyst Resume Examples & Samples

Solid time managament skills and can multitask and prioritize the team’s workload effectively
Solid understanding of Accounting and Corporate Finance fundamentals and ability to teach these concepts to analysts
Prior people management experience required, experience managing managers preferred

Credit & Portfolio Analyst Resume Examples & Samples

Develop Credit Risk Strategies for Citi Brand Credit Cards Acquisitions
Design and analyze credit tests to enhance program performance
Leverage mathematical techniques to refine and optimize initial credit line assignment across acquisition programs
Review, internalize and provide meaningful commentary on MIS to recognize and establish connections to policy, population or market changes
Manage credit risk from Mail acquisition efforts
Leverage mathematical capabilities to review profit and loss equations that are used to forecast risk based campaign profits
Constantly review policy and ensure policy team’s readiness for Internal Audit and External audits
Define and lead complex analytical assessments on the customer level to optimize the customer experience
Analyze bureau and credit information to develop insightful policy change recommendations based on risk reward trade off analysis
Interact & collaborates with Marketing, Decision Management, Governance and Risk Infrastructure to flawlessly execute policy changes and communicate credit policy
Bachelor’s Degree is required & Master’s Degree preferred in Business, Mathematics, Economics, Statistics, Engineering or a similar quantitative discipline
2+ Years of experience in an analytical capacity is required
Understanding Profit & Loss Drivers
SAS / SQL , P&L Simulation
Experience with a modeling package such as SAS or Knowledge Studio is a plus
Candidate should have excellent written and verbal communication skills, and be comfortable presenting work to peers, cross functional businesses & Senior Management

Portfolio Analyst Resume Examples & Samples

Advanced degree in a technical discipline such as statistics, applied mathematics, or engineering, undergrad degree in finance / economics or CFA is a plus
Strong background in econometrics, statistics, optimization and portfolio theory
Experience conducting empirical research and working with large datasets
C/C++, Java, Python or experience with an analytical modeling language such as Matlab or R
A team player and ability to work independently
Strong communication, writing and presentation skills
Creative thinking and effective problem solving
Familiarity and experience in trading strategies across global markets, including options

Credit & Portfolio Analyst Resume Examples & Samples

Maintain Daily, Weekly, Monthly and Quarterly assigned reporting including Federal Data Requests, Exception Monitoring Package, FMI News Memo, Month End Variance and ARR reports
Assist with preparation and verify quarterly Annual Reassessments and Business Attestations on FMI’s
Assist with setting up Entitlements for Business Users in PRISM
Assist Portfolio Bankers in the completion of portfolio reviews
Focus on the development and implementation of robust risk management processes that are designed to meet rapidly growing internal and regulatory needs in regards to Comprehensive Capital Analysis And Review (CCAR). Strong emphasis on reporting and improving the Stress Testing performed as part of the CCAR capital planning and review process, which is designed to test each firm’s internal analysis of their capital adequacy. Reviewing, investigating and ensuring the executed monthly and quarterly capital and CCAR/DFAST stress test assessments are accurately reflected for various industries
Proactively respond to requirements evolving from regulatory reform, including the Dodd Frank Act, EMIR and others globally
Complete ad-hoc projects, assignments and reports as required and requested, such as the preparation of portfolio data internal and external audit, regulators and senior management
Develop a degree of technical and policy understanding with respect to credit risk, risk management and Citi Policy
Display solid leadership skills and a thorough understanding of all the products utilized
Undergraduate degree: Business, Finance or Economics desirable
1-3 years Financial Services and Credit/Risk Experience
Robust Analytical skills
Solid verbal, written and presentation skills
Must be proficient with Microsoft Office
Access database knowledge a plus

Credit & Portfolio Analyst Resume Examples & Samples

Actively participate and represent DE in both “agile” and maintenance project meetings. Question the efficiency of development decisions and provide alternatives. Assist to align the MAT and business process flow to provide efficiency and reduce risks/errors
Analyze and translate credit policies, processes/procedures and underwriting guidelines into business rules based logic, that, when executed against, will provide automated loan decision/eligibility capabilities
Ensure that DE changes/updates are deployed in accordance with timelines agreed upon with our business and IT partners
Review project requirements and effectively communicate with the appropriate business and policy contacts to ensure the correct interpretation of requirements
Complete rigorous testing prior to UAT and production deployment to reduced/eliminate post-production defects
Assist UAT in maximizing the effectiveness of testing efforts. Provide support and direction without defining how “the system works” to allow for independent interpretation of requirements
Provided ongoing, continuous support for existing programs, rules, and models
Minimum 5 years mortgage production/origination experience. College degree or equivalent
Mortgage underwriting experience with working knowledge of credit policies and practices
Strong communication skills and ability to work cross-functionally at all levels
Must be able to work independently and in a team environment
Strong organizational, interpersonal, communication and problem solving skills
Extensive knowledge of windows-based software
Ability to manage multiple technical projects
Working knowledge of data management, XML, and Clear Case, and PC SAS or similar programming language
Familiarity with Citilink / CUSTOM servicing systems a plus

Credit & Portfolio Analyst Resume Examples & Samples

Act as a subject matter expert for analysts and assist with workflow management of the department
Identify policy and procedure gaps within the department and propose solutions
Maintain a high degree of technical and policy understanding with respect to credit risk
Work with system architects to define appropriate technology solutions which include planning, coordinating and particpating in test phases prior to implementation
Monitor the quality of the credit work completed by the team
Identify and implement additional training sessions on relevant topics as needed
To attract, recruit and develop the talent of team
1-3 + years experience
Solid time management skills and ability to multitask and prioritize the team's workload effectively
Existing knowledge of Citi's systems and credit policies preffered
Prior people management experieince required, experience managing managers preferred

Credit & Portfolio Analyst Resume Examples & Samples

Member of deal teams for credit related transactions. Main tasks include preparation of greenlight and transaction approval memos, conducting due diligence, building cash flow models and doing sensitivity analysis. Close interaction with coverage and product teams
Portfolio management: developing a forward-looking view of the portfolio and the industry covered, understanding the credit process, policies and Citi's risk appetite, staying on top of credits, anticipating developments and reacting to news, escalating credit concerns/updates to senior risk and business managers and proposing risk mitigation action to be taken. Preparation of portfolio reviews and conducting stress tests are also important aspects of portfolio management
Bachelor Degree (with major in Accounting, Finance or Business preferred)
General knowledge of credit and banking products
Knowledge of Citi systems as plus

Portfolio Analyst Resume Examples & Samples

Minute and distribute key prioritisation group meetings for continuity of understanding
Play a key role in the engagement process for new products
Establish and maintain the portfolio roadmap
Coordinate project/portfolio meetings as required
2+ years in a similar role
PM qualifications highly regarded

Portfolio Analyst Resume Examples & Samples

Support the generation, compiling, and reporting for E-Cap results in a timely and accurate manner
Support the simplification and standardization of reporting processes
Provide support in ensuring the reporting process is complete, accurate and up-to-date
Complete ad hoc assignments in the areas of economic capital calculation and reporting
Bachelor's degree in quantitative discipline (e.g., Finance, Economics, Statistics)
2 years' relevant experience in large financial institutions, with a reporting focus
Some knowledge of statistical models and tools
FMP (Financial Management Program), RMP (Risk Management Program) or CAS (Corporate Audit Staff) grad

Portfolio Analyst Resume Examples & Samples

Support a diverse range of Stakeholders; Communicates effectively by adapting style and message to diverse audience; Collaborates with key partners, sponsors, businesses and other partners
Monitor portfolio progress as it relates to impact & experience of TD’s customers; Identifies and helps to resolve issues that may impede the accomplishment of program or portfolio objectives
Link portfolio performance to the business’ objectives and customer impacts; Navigates organization to achieve results
Work with business and technology teams to provide analysis, metrics and management reporting including insight and recommendations and creates accurate and realistic resource plans
Work with the business, technology, finance, and project management offices to conduct analysis and create financial reports or dashboards for the portfolio
Identify program or portfolio issues or risks to finances and works with partners to develop recommendations
Develop and maintain a consolidated view to reduce the likelihood or impact of cross portfolio issues
Own the accurate reporting of program or portfolio financials, health, status and other details (i.e. data quality) in the bank’s enterprise reporting system, and any additional reporting within their PMO
Provide direct support to the Portfolio Director for day-to-day analysis and reporting tasks to support overall management of the portfolio
Create presentation materials for stakeholder steering committee meetings that highlight key portfolio issues or risks
Own data quality and accuracy in financial tasks

Credit & Portfolio Analyst Resume Examples & Samples

Enhancing decision making process by exploring and testing advanced modeling tools and techniques. Be conversant with the databases and systems to turn around solutions on complex business problem
Identifying opportunities in the Model Management process to recommend process improvements
Performing rigorous analyses to identify gaps and opportunities within current suite of credit strategies to optimize risk/reward trade-offs
Developing strategies to fine-tune models post implementation and use business analysis to complement model performance with the model usage for better decisioning
Managing ad hoc requests to support critical business analyses and decisions
Interacting with all levels of management to facilitate understanding of risk models and analytical findings and to inform on critical decisions
Preparing for and presenting analytical findings and explanatory reasoning to internal and external regulatory entities
3 - 5 years of related work experience
Experience with Data Analytics
Team player; excellent ability to work effectively across multiple business and functional areas
BS required in Mathematics, Engineering, Statistics, Physics or a relative quantitative discipline. Advanced degree within outlined field strongly preferred

Portfolio Analyst Resume Examples & Samples

Bachelors Degree in finance or related field, or minimum 2 years of related industry experience required
Minimum 4 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
Bachelors Degree in finance or related field required
Series 7 and 66 licenses preferred
Intelligence and creativity
CFA in progress, or strong desire to initiate studies a definite plus

Portfolio Analyst Resume Examples & Samples

Undergraduate degree in finance, economics, mathematics, actuarial science or computer science, or MBA
Solid business understanding of investments and financial concepts
Strong communication skills, both verbal and written
Ability to develop creative solutions to analytical problems using spreadsheets with data extracted from portfolio systems, market data systems, or databases
Skills or experience should include mathematical modeling or financial analysis using spreadsheets
Working towards CFA/MBA preferred
1-2 years of investment experience preferred
Undergraduate degree in finance, economics, mathematics, actuarial science or computer science, or MBA?
3+ years of investment experience or MBA with relevant work experience
Advanced knowledge of Excel and some knowledge of programming languages (VBA)
Working toward CFA/MBA preferred

Credit & Portfolio Analyst Resume Examples & Samples

Establishing credit limits through a formal credit review and in-depth analysis
Approving trades and communicating with the sales force on a daily basis
Addressing exceptions to risk limits
Negotiating the credit-related components to ISDAs, Clearing Agreements, MSFTAs, and other trading documents
Partnering with a specific trading desk within the firm, and educating the team on the risks associated with their clients/portfolios
Periodic on-site due diligence meetings with their counterparties, as needed
Driving change and efficiency to the current methods for reviewing and monitoring Fund risks and assisting in presentations and industry reports given to senior management
Bachelors degree required, additional degrees/designations which may include MBA, or MS desirable
3-5 years financial services and credit/risk experience; minimum 1-2 years experience with Funds
Familiarity with Capital Markets trading and lending products, particularly the risks in derivatives, FX, structured and other complex products traded
Financial institutions experience, including mutual funds, pension funds, asset managers and private equity
Highly proficient with Microsoft Office; Access database knowledge a plus
Attention to detail, unaffected by high pressure situations

Portfolio Analyst Resume Examples & Samples

Monitoring risk indicators like cost of credit & delinquencies and track program deviations, triggers & caps. Identifying and analyzing trends and concentrations that could affect the risk and performance of the portfolio
Delinquency analysis based on Vintage, Roll, Lagged and Real basis. Also doing Static pool analysis for forecasting losses & delinquencies
Analysis on forecasting of movements to Non accruals. Risk Rating for various business programs for Sector. Analyzing historical, seasonal and economic trends & Scenario planning
Good hold on Large database / numbers
Should be proficient with MS Office applications (Excel & Powerpoint)

Portfolio Analyst Resume Examples & Samples

Participate in portfolio management activities for a broad array of Individual, Family, Trust, and Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income, and opportunistic alternative investments as appropriate
Develop and implement investment strategies for clients in coordination with the Portfolio Management and Open Architecture Asset Allocation teams
Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports
Assist in the management of all aspects of client relationships, including trading, reporting, communication, and coordination with Portfolio Managers, Associate Portfolio Managers, Strategic Advisors, Account Administrators, and Messaging
Bachelor’s degree in Finance, Economics, or related subject and/or 1-2 years of experience within the finance industry
Proficiency in Microsoft Office Suite, Bloomberg, FactSet, Moxy, APX is a plus
Ability to multi-task, to establish priorities, and to work both independently and within a small team environment

Portfolio Analyst, Multi Resume Examples & Samples

Ensure accurate and error-free update and trading of models and client accounts
Review and monitor client accounts on a daily basis
Accurately generate, review and adjust cash positions in client accounts on a daily basis
Provide timely and accurate communication of sub-advisor trades to all required parties
Investigate and provide communication regarding the impact of any corporate changes on model holdings
Work closely with sub-advisors to ensure the efficient, accurate and complete communication of trade instructions and rationale
At least 5 years of investment experience
Strong client focus, direct client service experience in a discretionary investment role an asset
Good understanding of equity and fixed income markets
Experience in working with sub-advisors within a multi-manager offering
Excellent written and oral communication skills, strong interpersonal skills and demonstrated presentation skills
Proven ability to work both independently and as part of a team
Ability to work in a fast paced, time sensitive environment
Post secondary education in Commerce/Finance/Economics
CFA level 1 candidate
Strong proficiency in MS Excel, MS Access and Bloomberg

Asset Management Portfolio Analyst Resume Examples & Samples

Produce peer fund comparison analysis based on Morningstar Direct
Produce benchmark related analytics
Produce weekly papers for fund managers’ meeting
Produce performance and portfolio analytics for use in client reports
Attend to requests from client portfolio managers, fund managers, sales & marketing on peer performance and analysis
Attend to requests from client portfolio managers and fund managers on benchmark data
Maintain, create and monitor updating of benchmark models within the front office system
Contribute to the ongoing research and development initiatives of the team with relevance to performance and portfolio analysis
Collaboration with the local and global PAG team members in various projects and initiatives
At least 3 years relevant experience in a performance analysis, risk analysis, fund accounting or similar role
Bachelors degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
Understanding of portfolio analysis including performance calculation methodologies and risk analytics
Strong analytical and quantitative skills, comfortable with formulas, performance methodology and risk analytics
Ability to interact and communicate effectively
Highly organized and proactive
Ability to multi-task and with strong attention to detail
Audit and controls focused
Strong knowledge of Excel with knowledge in VBA programming an advantage
CIPM or CFA is an advantage
Experience in using Morningstar Direct is an advantage
Language skills – English required

Portfolio Analyst Resume Examples & Samples

Support Portfolio Specialists with market and fund data requests
Create impactful charts and presentations to support Portfolio Specialists
Write and take ownership for daily newsletter content
Draft summaries of conference calls
Create and maintain monthly fund attribution reports and quarterly fund updates
Act as backup on team mailbox and escalate requests as required
Source articles and content aligned with current market themes and fund sales opportunities
Disseminate conference call information, news releases and product information where appropriate
Manage positioning of fund and other product-related information
Provide product and market-related information to the marketing and communications team as needed
Assist with coordinating requests for conference calls and speaking engagements
Participate in activities that are meaningful to the communication of product information to our client groups
Develop market-oriented commentary and thematic articles
Various projects, as required

Crem Portfolio Analyst Resume Examples & Samples

Work with existing third party service providers and others in the real estate community to develop “mark to market” reports and update dashboard reports for active properties in the portfolio
Working with Portfolio Management team and third party service providers, develop “next nearest” reporting to inform clients of upcoming opportunities for efficiencies within the portfolio
Working with team management, review 36 month portfolio tickler schedule to identify and develop opportunities to meet client and Firm Management objectives and develop related analytics for review
Help to maintain data related to key performance indicators for team and third party service provider performance
Support ad hoc analyses as assigned by Portfolio Management Lead, including analyses for proposed real estate leases, subleases, acquisitions or dispositions
Work with Administration Manager and team to ensure portfolio reporting reflects team’s requirements and allows team to support client base
Work with Financial Control to understand and verify financial impact of opportunities identified or analyses developed
Work with other CS Real Estate teams (Project Management, Property Management, Portfolio Strategy, and Performance & Ops) as an issue warrants
Functional knowledge of accounting and finance with strong analytical skills preferably some experience in a Corporate Real Estate setting

Senior Portfolio Analyst Small Cap Value Resume Examples & Samples

This position works with the small cap value strategy performing foundational research
The person in this role may conduct independent research; attend company meetings, trade shows and conferences as needed
The incumbent will work under the direction and management of Lead portfolio manager of the group
Over time, the person in this role may be asked to cover specific sectors and make investment recommendations under the supervision of the portfolio manager
BA/BS degree required preferably majoring in Finance, Accounting, Economics, Mathematics, Statistics or other investment-related discipline
5+ years of equity analysis/research/company valuation experience, ideally in a buy-side or sell-side environment
Proven ability to perform foundational research tasks on specific securities, companies and/or industries
Strong financial modeling competency
Ability to communicate results effectively
Ability and desire to work within a team environment
Pursuit of the CFA designation
Preference will be given to candidates with small cap research experience

Portfolio Analyst Resume Examples & Samples

The Portfolio Analyst will for a given set of portfolios
Provide daily cash forecast reports to Portfolio Manager
Ensure accurate portfolio positions are reflected on the accounting systems
Escalate any reconciliation items to the Portfolio Managers
Initiate FX transactions to be executed by Portfolio Managers
Calculate the valuation of derivative positions
Work with other Investment Operations departments and Investment teams to improve processing efficiency
Coordinate process design and implementation for new asset types and portfolio strategies

Risk Portfolio Analyst Resume Examples & Samples

Experience in Risk or Finance function or similar numerical/statistical role in other function
Must exhibit & embrace the GE Beliefs
Excellent communication and facilitation skills
Excellent IT skills and demonstrable ability to learn & use new IT systems/software
Excellent statistical/analytic proficiency & ability to synthesize available data into clear business presentations
Ability to handle concurrent tasks and resolve priority conflicts between stakeholders
Ability to partner with & support other functions (Finance/Pricing/Decision technolgy/Commercial etc.)
Proven ability to work independently and meet targets within tight deadlines
Passion for simplyfying tasks & developing more effective ways of working that support commercial success
Previous experience with SAS programming
Professionally qualified (CIMA, ACA, ACCA etc.) or studying towards same or recent relevant degree

Credit & Portfolio Analyst Resume Examples & Samples

Conduct drill down analyses on Cards Acquisition portfolio to isolate specific trends which need to be addressed and ensure portfolio performance is within benchmarks
Interface with Credit Operations, Collections Operations, Product & Marketing Teams & technology teams to facilitate TAT/Policy design and implementation
Enhanced usage of Bureau information and Credit scores in Cards Acquisition strategies
Support submission various local/global reporting requirements and also review these regularly to identify any portfolio stress triggers
Work with Product / Technology to support credit-policies implementation on Cards CDE system
Education - MBA or PG in (Economics/Statistics) from an established institute

IT Portfolio Analyst Resume Examples & Samples

Create and maintain IT Enterprise Architecture (EA) artifacts including technology strategy documents, technical diagrams, executive presentations and websites
Lead a collaborative effort to create and maintain IT Application Portfolio Management (APM) artifacts and provide APM data analysis to inform IT leadership and create new business insights
Lead a collaborative effort to create and maintain IT Portfolio Management artifacts including technical capability maps, gap and impact analysis, strategic roadmaps, initiative justification, technology plans, and financial summaries
Administer Enterprise Architecture and APM tools from Orbus Software
Create and maintain Extract Transform and Load (ETL) processes to interface EA tools with Configuration Management and Project Management data sources
Leverage industry frameworks for producing EA artifacts
Establish and maintain documentation standards and templates and processes
Ensure the completeness, consistency and quality of EA, APM, and IT Portfolio Management artifacts
Expert Visio Professional 2013 power user
Strong MS Office 2013 power user including Word, Excel and PowerPoint
Experience with data modeling, SQL and SQL reporting tools such as Microsoft SQL Server 2014 Report Builder
Experience producing exceptional technical artifacts and professional, data-rich reports
Strong IT technical understanding and experience
Experience with Extract Transform and Load (ETL) processes
Demonstrated excellence in verbal and written communication. Can communicate effectively with business leaders and technical experts at all organizational levels. Can communicate clearly and concisely
Organized, thorough, detailed and meticulous in performing work functions and producing work artifacts
Strong business and IT financial management acumen
Experience with business intelligence tools such as Microsoft Power BI or Business Objects preferred
Experience publishing and maintaining content in MS SharePoint preferred
Experience producing Enterprise Architecture documents and diagrams preferred
Understanding of the TOGAF 9 Enterprise Architecture Framework preferred
Experience with Enterprise Architecture Tools such as Orbus iServer or Troux preferred
Understanding of enterprise IT Service Management concepts preferred
Bachelor’s Degree in Computer Science, Information Systems or related field. MBA preferred. A combination of relevant advanced education and experience may meet this requirement

Credit & Portfolio Analyst Resume Examples & Samples

Partner with risk officers related to all aspects of their responsibilities: Annual Credit Reviews, Transaction Approvals, Portfolio Reviews, Classified Credit Reviews, Exposure Analysis
Responsible for completion of 7-9 per month existing counterparty Minimal Analysis Standards or Full Credit Material Change Annual or Interim credit reviews. Reviews include IA as Agent and Pension Plan Funds
Gather required information in order to assist and/or complete the credit review by utilizing credit systems and public data tools (e.g. Bloomberg, Moodys, S&P, Web). This may include financial statements analysis and application of various modeling techniques, stress testing, and VaR measurement
Assist with initial and ongoing credit due diligence and establishing/monitoring credit limits
Point of contact for incoming credit requests, liaising with product management/relationship management/support areas across the globe
Participate in the incoming requests of FX account approvals, including investigation of linking accounts to appropriate counterparties and partner with Credit Officer to advise if approved
Assist Credit Officers as requested on raising CDOs, Credit Approvals and/or Extension workflows for assigned or unassigned names and to ensure completion by month end
Develop and maintain an understanding of how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to varied clients
Develop and maintain a degree of technical and policy understanding with respect to credit risk , risk management and Citi Policy
2-4 years Financial Services and Credit/Risk Experience. Experience in US & Canadian Regulated Funds, Pension Funds and Unregulated Funds and Separately Managed Accounts preferred
Strong verbal, written and presentation skills

Portfolio Analyst Emerging Market Debt Collateral Resume Examples & Samples

Organize and maintain monthly related sales materials
Organize and maintain materials around sales related meetings
Work with team members to ensure the above is completed on time and accurate

Credit & Portfolio Analyst Resume Examples & Samples

Display solid leadership skills and a thorough understanding of all the products utilized within the Funds Industry
Act as subject matter expert for NAV (Net Asset Value) Data analysts and assist with workflow management of the NAV Data Team
Provide leadership and direction to team of credit risk professionals
Proactively monitor exposures for the Funds Industry; ensure exposures are properly reported and exceptions resolved
Develop and maintain effective working relationships with colleagues in other areas of Risk Management
Good technical credit analysis skills and the ability to provide big picture concepts to analysts
Strong communication skills; proven track record of successfully working with Senior Credit Risk Management
Proven leadership skills in terms of managing people or a process directly or indirectly
Sound risk and business judgment on the full spectrum of risk issues
3-5 years Credit/Risk Experience

Credit & Portfolio Analyst Resume Examples & Samples

Member of the CPB Regional LATAM MSBF Credit & Risk team
Provide analytic support to the monitoring of LATAM MSBF portfolios
Research the various sources of data available internal and external (Bloomberg, Reuters, S&P…) to provide management information relating to credit & market risk 9liquidity, volatility, concentration)
Assist to monitor stress test triggers for market movements
Responsible for an appropriate governance, End User Computing, reconciliation and control environment is in place
Co-ordination of the Self Assessment program for Policy/Analytics, Internal (Fundamental Credit Review –Audit Risk Review) reviews, Peer reviews and other external (OCC…) credit reviews
Preferably with at least 1 years experience in Credit & Risk
Experience & understanding of credit risk function of Secured segment & products, including credit, compliance/legal, operational & market risks
Some understanding of business management drivers
Self starter / Innovative & forward thinking
Self directed with strong drive for results
Some demonstrated experience in Private Bank secured Lending Risk in an analytical role is preferred
Proficient in English and Spanish (Portuguese will be a plus)
Business analysis related degree

Credit & Portfolio Analyst Resume Examples & Samples

Prepare score annual validation pack for regional review
Preparing quarterly score MIS and performance assessment
Support UAT testing for any system change
MIS and analysis as required
Assist RCSA testing and ensure scorecard conform to Global Policy and QA checks on score calculation
Develop strong working and influencing relationships between the team and stakeholders

Credit & Portfolio Analyst Resume Examples & Samples

Partner with clients, business and technology to understand and gather requirement needs
Act as liaison between Technology and credit/fraud business managers
Actively participate in cross-functional teams to identify process improvement opportunities as well as problem identification and resolution
Manage multiple, concurrent projects, as well as BAU efforts, through all phases of the project life cycle for assigned functions / work streams
Identify key risks and issues and develop appropriate mitigation plans. Escalate as appropriate
Communicate status and risk to stakeholders
Provide regular reporting of project progress
Create approaches to testing the Retail portfolios using portfolio risk utilities/tools and consumer origination systems
Management/maintenance of risk strategies
Create and maintain documentation of risk, policy criteria, system flows and procedures for Risk systems and processes
NOTE** The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position
8-10 years business experience with 3-5 years of project experience, including requirements development, testing and implementation
Bachelors Degree in financial services related field
Ability to identify key issues and determine appropriate solutions
Strong relationship building skills, including people, troubleshooting and negotiating skills
Risk management experience preferred
Knowledge of portfolio risk utilities/tools (e.g. Enterprise Fraud Detection, Legacy systems)
Knowledge of consumer origination and account management systems a plus
Must be able to perform all duties independently; may be required to lead junior team members in the performance of these duties
Proficiency in MS Office and Visio

Credit & Portfolio Analyst Resume Examples & Samples

Manage and maintain the proprietary fund database of counterparty capital and performance. Will involve liaising with several sources, including internal systems, internet and fund counterparties to obtain financial statements, monthly performance and disclosure reports, and other data as required
Work with platinum and priority clients to request vital information for approving credit limits
Partner with clients, sales and risk management to obtain and document relative quantitative and qualitative information about counterparty risk profiles used in grating credit approvals
Liaise with Credit Officers to periodically request and replace information necessary for ongoing risk management
Review exception information for proprietary database, identify issues and escalate accordingly to ensure counterparty risk is managed appropriately
Persistent in driving results
Organized with the ability to deliver results within specific timeframes
Understanding foreign exchange conversions
Access skills are a plus

Credit & Portfolio Analyst Resume Examples & Samples

Strong understanding of risk management, business strategies / actions, and portfolio performance and implications
Ability to develop and perform Financial and Risk analysis that addresses concerns and issues, and ability present them to management with a clear and concise approach
Ability to manage effectively in a high pressure environment with multiple deadlines
Knowledge of Essbase or Oracle Smartview a plus

Cards Risk Portfolio Analyst Resume Examples & Samples

Bachelor's degree in engineering or finance or statistics from reputable university with min. GPA of 3.0
Fresh graduate or experienced max 3 years
Good verbal and written communication and negotiation skills
Strong analytical and logical thinking
Programming and database knowledge is a plus point
High willingness to learn

Credit & Portfolio Analyst Resume Examples & Samples

Experience in credit risk, familiarity with Citi's consumer and institutional business an advantage
Proficient with Excel. Formulas required. Experience with VBA a plus
Familiar with or willing to get familiar with programming languages (SAS, Java)
Can work independently and can be resourceful to get the job done

Credit & Portfolio Analyst Resume Examples & Samples

The candidate will be an integral member of the FIRM Hedge Fund Credit Risk Team, and will be actively engaged in evaluating hedge fund credit risk by analyzing trading activity and ensuring Citi's exposure remains in-line with established risk guidelines
Manage and maintain the proprietary hedge fund database of counterparty capital and performance. Will involve liaising with hedge fund counterparties to obtain financial statements, monthly performance and disclosure reports, and other data as required
Maintain data integrity in the Hedge fund database; notify credit officers on any unusual movement in performance or trigger breaches
Monitor ISDA/CSA credit terms, ensure all credit systems updated correctly, identify & escalate breaches, oversee resolution with analysts and Legal
Candidates are expected to have strong communication skills, both oral and written
1-2 years financial services experience recommended

Portfolio Analyst Resume Examples & Samples

Perform the initial due diligence and recommendation of third party asset managers, including the qualitative review of the manager’s investment management process and the quantitative analysis of performance, asset allocation, and style consistency. The due diligence process includes on-site visits of managers, many of whom are located outside of Milwaukee
Responsible for the ongoing monitoring of asset managers, including the monitoring of a standardized scoring model, performance attribution analysis and qualitative assessment of investment team and process on a quarterly basis to ensure that a negative trend is not developing, and recommending manager removal when necessary
Effectively utilize the department's multiple software programs (Morningstar, FactSet, Bloomberg) to accurately analyze the performance and style of managers and mutual funds
Research asset classes including domestic and international equity, domestic and international fixed income, and alternative investments for potential use in client portfolios
Participate in other duties/projects as assigned, such as analyzing retail and institutional client portfolios, writing white papers, et cetera
Bachelor’s degree in finance, business, or other related field. Minimum of five years of investment industry experience; prior experience in investment consulting field preferred. MBA with finance concentration and/or CFA charter holder candidate preferred
Strong mathematical, statistical and computational abilities; experience with investment performance measurement and investment manager evaluation
Adept with spreadsheets, databases, presentation and word processing applications
Exceptional oral and written communications skills; ability to communicate with all levels of management; strong presentation skills
Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations. Demonstrated time management skills
Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis

Portfolio Analyst Resume Examples & Samples

Provides support in the evaluation and analysis of multiple portfolios of information technology related work
Ability to pass a sensitive security/background investigation
4+ years of experience including
Experience using Agile
Experience with FDIC

Portfolio Analyst Resume Examples & Samples

Manages the collateral management and credit transaction component of an assigned portfolio of Asset Based Lending (ABL) accounts
Ensures timely, accurate completion of client uploads to ensure collateral values are followed and to determine client funding availability
Ensures availability is accurately calculated, mitigating undue risk by ensuring proper reserves and ineligibles are taken
Monitors client’s compliance to the terms and conditions of loan and other agreements, assists in completing annual reviews of facilities
Ensures periodic and at least quarterly monitoring of all borrowers and identifies trends in the financial condition of accounts
Completes the analysis of the monthly reporting provided by the borrower to ensure client is operating within ABL requirements
Responsible for data integrity of accounts in the assigned portfolio, ensuring bank systems are correct
Assists in ensuring all supporting documentation is provided in timely fashion
Investigates and provides comments daily to Portfolio Management on credit excesses
Identify and be alert for revenue opportunities that can be taken to Portfolio Management for consideration

Portfolio Analyst, Equities Resume Examples & Samples

Bachelor's degree in Finance, Economics, Math, and/or Statistics
CFA designation or studying towards the CFA preferred,
Excellent written and oral communication skills with supporting evidence of both
Proven computer proficiency, particularly with MS Excel, Powerpoint, and Access
Experience working with a multi-manager, fund-of-fund, investment consultancy or asset management organization preferred, though exceptional candidates who can demonstrate the necessary skills may also be considered

Portfolio Analyst, Equities Resume Examples & Samples

Progression towards CFA preferred
Strong analytical skills, both qualitative and quantitative.
Knowledge of investment performance attribution is required.
Significant experience with Microsoft Excel and PowerPoint is required.
Excellent written and oral communication skills with supporting evidence of both
Experience of forming and presenting recommendations/opinions to colleagues.
Ability to execution on time, under pressure, and with quality

Portfolio Analyst, Listed Real Assets Resume Examples & Samples

Bachelors degree in a relevant field required (e.g., Business, Economics or Finance)
Ideal candidate will have one to three years experience in a similar field in an asset management organization though exceptional candidates who can demonstrate the necessary skills may also be considered
Good written and oral communication skills (including presentations)
Proven computer literacy with strong experience in Excel and PowerPoint
Good knowledge of equity investing techniques and capital markets
Should demonstrate knowledge of statistics utilized in investment performance analysis

Credit & Portfolio Analyst Resume Examples & Samples

Assist in the daily management of limits and credit exposure of the inter-affiliate portfolio. Proactively monitor exposures; undertake analysis/ investigation where required to ensure exposures are properly reported and exceptions resolved. This may include interacting with Sales and Trading as well as FI Risk to understand the credit transaction
Assist FIRM NY with requests for trading documentation where needed working with Legal & FIRM to advise on terms. Run risk rating scorecards for Citi affiliates with active inter-company exposures where deemed necessary. Perform limited analysis of Citi entities where necessary
Contribute to the inter-affiliate annual review package presented for review & approval to the CRO of CBNA , CGMI, CGML, CEI and others
Develop a strong understanding of the U.S. regulatory rules around inter-affiliate transactions as well as the impact of Dodd-Frank and affect on Legal Lending Limits
Gain a working knowledge of global regulations in select regions where local Citi affiliates are regulated and require management of inter-affiliate transactions in order to assist local risk management when required
Develop an understanding of how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to Citi affiliates
Develop an understanding of Treasury, Business and Finance functions in order to have a working knowledge on the drivers (e.g. liquidity management, hedging risk), of inter-affiliate transactions. This will allow the individual to advise and assist in drawing conclusions when requests for new transactions arise
Coordinate with other departments and various levels of management regarding credit risk reporting issues, including investigating data issues, and resolving reporting errors. Serve as subject matter expert regarding credit risk reporting; develop and implement solutions as warranted
Gather required information in order to assist the credit review process by utilizing credit systems and public data tools (e.g. Bloomberg, Moody’s, S&P, Web)
Work with system architects to define appropriate technology solutions. This also includes planning, coordinating and participating in test phases prior to implementation
Liaise with Risk Architecture and Risk Technology to identify and champion technology initiatives addressing inter-affiliate risk management and reporting requirements within current risk systems
Demonstrate and maintain effective knowledge of Credit Policies and procedures, regulatory requirements and management instructions, and any other applicable Firm policies and procedures and be able to interpret and apply as necessary
Apply analysis skills to spreadsheets and other data sources to provide well-developed conclusions and recommendations

Senior Portfolio Analyst Resume Examples & Samples

Produce customized performance reports for use within team
Build/maintain periodic analytics to support formal performance review
Build/maintain ’standard’ analytics to support telephonic and on-site investment reviews with current & prospective subadvisors
Manage / coordinate performance-based material for Board decks
Manage relationship with the Portfolio Analytics Group (PAG) and other business partners that report data relevant to the Subadvised Strategies Team
Streamline and Run ’standard’ analytics to support Board Meetings with current subadvisors
Develop and Run “supplemental data” for searches
Develop and manage eVestment templates including fundamental and performance-based metrics
Build/Develop automated tracking of multi-manager allocations (via EDW)
Extract and archive Fixed Income data from Aladdin
Run ranking and behavioral models on quarterly basis for select asset classes & formal searches
Improve the efficiency & efficacy of the Quantitative Ranking model and the Behavioral model
Support record retention and accessibility initiative. Transfer and consolidate research data into ‘Tamale’ (a repository for research notes and data, including documents, spreadsheets and presentation decks)
Degree in finance, mathematics, statistics, economics or computer science
1+ years of industry experience with graduate degree
2+ years of industry experience with undergraduate degree
Technical aptitude and familiarity with databases and data integration
Proven attention to detail, with the ability to work under tight deadlines
Strong quantitative and problem solving skills, with the ability to pull together, organize and analyze large quantities of data and to check the output for accuracy and reasonableness
Familiarity with analytical tools employed by analysts (FactSet, Aladdin, eVestment, Lipper, Morningstar, etc.)
Preference will be given to candidates who have achieved or are pursuing the CFA designation

Portfolio Analyst Resume Examples & Samples

3 – 5 securities and financial markets experience with a focus on portfolio administration, portfolio management, investment operations or trading support roles
BA / BS in Finance, Economics, Business Administration or related field
Series 7, 63/65 or 66 (or ability to obtain licenses within prescribed timeframe)
Basic understanding of the broker/dealer industry, the distribution channels served, managed accounts, trade practices and portfolio rebalancing
Experience with Fiserv Security APL or other portfolio accounting and portfolio management systems
Experience with equities, fixed income, mutual funds and ETFs
Strong computer skills – specifically Microsoft Excel and Access
Proficient business math skills
Self-directed, team player, who works well under minimal supervision
Organizational awareness an asset
Strong interpersonal, communication (written and oral) and organizational skills
Excellent prioritization skills with proven ability to manage multiple tasks and meet deadlines
Willingness to aggressively learn new skills / products in a short timeframe
Detail oriented with the ability to follow tasks / assignments to completion
Ability to work in a fast-paced ever-changing environment and meet established company deadlines with proven success
Prior portfolio accounting reconciliation trade processing experience

Credit & Portfolio Analyst Resume Examples & Samples

Preparation of portfolio reporting, portfolio stress test and other risk reporting tasks
Ensure integrity of data and systems reporting
Work with various Global Industry and Regional Markets team to develop and test scenario analysis used for Comprehensive Capital Analysis & Review (CCAR) submissions
Must be able to interpret and present trade data and stress results to Senior Management
Supervising 5-10 analysts
Leading the analysts in projects, giving guidance and support
Strong team player able to supervise as well as work well independently
Ability to build key cross functional and cross business relationships

Portfolio Analyst Resume Examples & Samples

MBA and/or CFA, or current pursuit of either
At least 3 years work experience in Investment Management
Series 7 and 66
Ability to work independently and embrace responsibility
Excellent grammar and writing skills
Ability to influence people and extract information

Portfolio Analyst Resume Examples & Samples

Participate in portfolio management activities for Balanced Institutional portfolios; each subject to the customized investment needs of the client. Services include, but are not limited to, management of liquidity needs, analysis of equity, fixed income and opportunistic alternative investments as appropriate
Collaborate with our existing Private Client Sales teams to achieve goals
Collaborate with our OCIO Investment team to enhance understanding of market, strategy and messaging
A strong team player, with a positive attitude, willing to work across product or geographic lines
Unquestioned work ethic. Humility, maturity and sense of humor. Positive demeanor
Excellent communication skills – written and verbal. Ability to professionally interact with clients
Detail oriented with a strong ability to multi-task and work under pressure in a fast paced environment

Portfolio Analyst Resume Examples & Samples

In depth knowledge of market dynamics and sell-side interactions
In depth understanding of portfolio analytics tools and of the reports generated by the analytics tools
Basic understanding to Asia/Emerging Markets
Bachelor’s degree or 2-3 years equity analysis and research experience
2-3 years of investment or relevant business experience
3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired

Credit & Portfolio Analyst Resume Examples & Samples

Employ portfolio management concepts, hedging and other risk management techniques across
The portfolio, with a strong emphasis on creating and analyzing solutions for a breadth of issues
Coordinate or be a key participant in multi-functional teams that originate, structure and
Implement strategic frameworks in the Bank that impact the global ICG portfolio
Manage and execute portfolio management strategies against ICG global credit and market risk
Concentration limits
Apply advanced portfolio management analytical techniques for the development and ongoing
Execution of risk mitigation frameworks including macro hedging
Work closely with PMG manager and bankers in their daily functions and oversee the specific
Activities of the Analyst team including analysis of the portfolio data
Translate industry, product and macroeconomic developments into potential risk mitigation strategies for managing Citi’s exposure
Experience or working knowledge in risk management principles, debt & equity capital markets, corporate finance and macroeconomic drivers in a plus
Strong inter-personal skills, confidence to interact with senior internal management and a wide range of internal departments
Strong technical skills (Excel, PowerPoint, Bloomberg, Factset, and Capital IQ)
Self -starter with a curious mind and a team-player mentality
Analytical undergraduate degree (Business, Science, Mathematics, Economics, Engineering) required; MBA preferred

Loan Portfolio Analyst Resume Examples & Samples

Maintain the updated the “Purchase Accounting loan” tracker
Support the Team leader in the preparation of the quarterly Reserve Adequacy Review
Together with Risk team perform periodic reconciliation of the Loan Portfolio data and – under
Bachelor’s Degree with some years of experience in finance
Financial services knowledge
Technical accounting skills (IFRS and US GAAP)
Financial reporting systems knowledge (Oracle, Hyperion etc.)
Good knowledge of Excel and Power Point

Institutional Portfolio Analyst Resume Examples & Samples

Execute the accurate and timely completion of client trade requests, including mutual fund orders, in accordance with stated policies and procedures
Analyze impact of cash and market movements within individual accounts and suggest and prepare trade allocation programs for various investment products based on those movements
Enter trades into trading platform and oversee the completion of the trades by monitoring and communicating with Traders to ensure that orders are executed as specified
Monitor account restrictions and guidelines on a daily basis to mitigate trading risk
Evaluate, coordinate and institute risk management and efficiency improvement measures to continuously improve the trading process
Participate in the evaluation of new accounts with Compliance Team to determine and evaluate restrictions and guidelines
Collaborate with internal teams to ensure that client accounts are properly configured in accounting and trading systems
Lead production of a variety of client related and management reports for internal use
Actively evaluate operating environment and spearhead implementation of solutions to continuously streamline and improve processes and procedures
At least three years financial industry experience
Bachelor’s degree in Finance, Economics or related subject and/or commensurate industry experience
Ability to multi-task and establish priorities in a fast paced environment
Ability to handle confidential material with utmost discretion
Experience with trading and portfolio modeling systems – experience with Advent’s MOXY and/or Charles River a plus
A personal interest in financial markets

Senior Portfolio Analyst Resume Examples & Samples

50%: Portfolio Reporting
Actively monitor and analyze portfolio risk profile / trends on a segmented portfolio basis, identifying risk issues or opportunities
Provide support to explain variances to plan, recommend adjustments to decision strategies and business plans as necessary
Present findings clearly to ensure effective communication and understanding
Provide portfolio information on a product segment basis to assist, where required, Regional Credit with transactional decisions
Design and create portfolio monitoring reports including where necessary ad hoc reporting, to allow for effective managing of the Consumer and Small Business portfolios
50%: Portfolio Analysis
Conduct a regular comprehensive “Health Check” to validate the credit quality of borrowers under various economic scenarios (current conditions, forecasted conditions and stressed conditions)
Provide on-going and regular support relative to risk analysis and portfolio monitoring and control to internal groups (e.g. Financing Products; Account Management Group) or external groups (e.g. Third Party originators)
Use advance portfolio management techniques to identify opportunities for growth and areas to tighten with an aim to maintaining portfolio performance within the Bank’s approved risk appetite
5 years experience working in banking with the majority of the time spent in risk
University Degree in Math or Business Math, Computer Science, Engineering or Statistics – strong quantitative background
Expert knowledge of data mining and analytics
Expert knowledge of report production software e.g. SAS, SQL, Word, Excel, PowerPoint
Advanced knowledge of Risk Management theory, processes and portfolio management techniques
Working knowledge in Consumer and Small Business Credit Risk
Working knowledge of credit capital (both regulatory and economic)
Working knowledge of the BMO’s Personal Loan and Small Business Loan product offerings
Analytical/Systems Thinking
Conceptual/Strategic Thinking
Financial Understanding
Teamwork and Cooperation
Market/Environmental Awareness
Ability to network and establish industry relationships
Listening, Understanding and Responding
Organizational Communication
Good communication (verbal and written) skills
Enterprising personality able to deal with tight deadlines
Ability to work with limited supervision on numerous activities simultaneously

Credit & Portfolio Analyst Resume Examples & Samples

To prepare annual and interim credit analyses for CMB clients in Citibank Turkey portfolio
To assure timely submission of credit analyses and to increase quality of credit work by solving problems that arise during the preparation in a practical & logical manner
To closely follow-up local regulatory changes and provide feedback about the possible effects on the respective sectors
To evaluate the viability of new customers from the credit point of view through using detailed technical know-how
To recommend proactive credit strategies (Hold, Increase, Decrease, Exit) for the existing customers based on the changes in their creditworthiness by integrating the quantitative and qualitative aspects of the credit with the revenue considerations and to take responsibility for crucial business decisions
To prepare industry studies and/or industry credit reviews
To maintain good working relationship and cooperative attitude both within the local branch and Citibank branches abroad
To build strong working relationships with RM’s and clients in order to get crucial information for accurate risk analysis
To actively manage special projects

Portfolio Analyst Resume Examples & Samples

Minimum 3 years of Investment Management and Services experience required
Minimum 3 years of experience working in a professional team environment required
Series 7 and 66 license required
Ability to work independently and use sound judgment in advising clients on critical transactions and in executing transactions on their behalf
Sound knowledge and understanding of various departments within City National Rochdale, including but not limited to the portfolio analysis, operations and research departments and how the functions of these teams impact the portfolio management process
Comprehensive understanding of CNR investment and research philosophy
Ability to effectively address Client or FA trade and investment related questions
Extensive knowledge of the Firm’s proprietary trading system, as well as the portfolio accounting system

Junior Portfolio Analyst Resume Examples & Samples

Help the portfolio management team prepare and improve portfolio models, applying programming skills to streamline and automate processes
Maintaining current tools and developing new quantitative tools in generating investment ideas for the investment management team
Working closely with Investment Risk and Investment Operations teams in administering the portfolios, managing risk and ensuring compliance
Working with Fund Accounting team in portfolio NAV valuation and performance attribution
Act as the conduit between the investment management team and dealing desk by managing trade orders
Preparing and responding to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs) and client requests in conjunction with product management team
2-4 years experience on the buy side or previous portfolio management experience
High competency in Microsoft Excel
Ability to program in VBA, SQL (quantitative skills)
Comfortable operating in a team environment, corporate culture essential
Mature, accountable and responsible
Self-starter and motivated
CFA-qualified
Native fluency in English, in addition to Cantonese or Mandarin preferred
Solid understanding on value-investing; Buffet, Munger, Graham, Fisher etc

Credit & Portfolio Analyst Resume Examples & Samples

Managing a group of analysts within the GIRM/FIRM space for one of the industry teams (hiring, training, performance management, evaluation and monitoring)
Building strong relationships with counterparts in GIRM/ FIRM units across regions
Responsible for industry analysis and developing domain expertise for focus industry vertical including the preparation of industry dashboard and stress test and portfolio reviews
Overall responsibility for both individual and industry analysis
Managing the team workflow and ensure timely completion of assigned activities
Supervision of teams and taking final responsibility for quality control in the credit approval process
Skill development and mentoring of Senior Analysts and Analysts to facilitate growth within the organization
Coordination and communication with GIRM/FIRM industry units
Demonstrate sound judgment on appropriateness
Graduate (with 6-9 years of experience in related discipline) or MBA/CA/US CFA with 4-5 years of Risk/Research related experience
4-5 years of banking experience
MBA/CA/US CFA/CPA
6-8 years of experience in analyzing corporate borrowers or being involved in the delivery of structured solutions to customers
Excellent understanding of financial statements and accounting standards
Excellent understanding of legal systems and documentation
Team management capabilities
6-8 years of banking or analytical experience with credit rating agencies, preferably with focus on corporate clients

Credit & Portfolio Analyst Resume Examples & Samples

Understanding of Accounting and Finance concepts
Graduate with 0-3 years of experience in Finance & Accounting or MBA/CA/US CFA with 0-3 years of experience
Strong Relationship building across internal partners

Credit & Portfolio Analyst Resume Examples & Samples

Monitor performance of counterparties and conduct quarterly and annual reviews as required
Participating in ad-hoc projects, preparing credit updates for senior management and portfolio bankers
Monitor trading limits & exposures of companies to ensure that credit risk levels are within the firm’s risk tolerance
Excellent written and communication skills (required)
Proficient in MS Office and Excel (required)
Strong analytical and problem solving skills (preferred)

Portfolio Analyst Resume Examples & Samples

Bachelor’s degree or minimum 2 years of banking experience required
Minimum 1 year of credit experience required
Minimum 1 year of experience in database reporting and computer languages including SQL required
Working knowledge of PC computing environments, experience with database reporting, and experience using reporting/query tools such as Brio, MS Query, MS Access, Crystal Reports or Business Objects
Good knowledge of accounting and financial analysis techniques

Portfolio Analyst, Overlay Services Resume Examples & Samples

Knowledge of investment concepts, portfolio account and investment operations with 2 years of experience
Three years of relevant experience
Excellent verbal/written communication
Problem solving / entretpreneurial approach/initiative
Analytical, detail-oriented and very precise with numbers
Highly organized with ability to prioritize assignments with minimal supervision
Proficiency with PC Windows-based applications and comfort working with database applications
College Degree in Business (Finance/Accounting/Economics) or other quantitative discipline required
Master’s Degree in Finance/Accounting preferred
Progress towards CFA/CAIA/CPA/FRM preffered

Portfolio Analyst, Multi Resume Examples & Samples

Minimum of two years of relevant experience in the financial services industry
Ability to work under pressure, and to work on different projects simultaneously
Ability to quickly learn internally developed tools and systems
Working knowledge of equities, fixed income, and derivative instruments
Has experience applying quantitative and qualitative oriented analysis
Experience with FactSet, Bloomberg, and/or risk management tools
Execution: Ability to execute on time, under pressure, and with quality
Critical Thinking: Explores all sources of information. Provides honest analysis for effective, timely, decisions
Communication skills: Asks for clarification when appropriate, and must have excellent written and oral communication skills
Demonstrated ability to work in a team-oriented environment

Credit & Portfolio Analyst Resume Examples & Samples

3 + years of relevant Risk Management experience
Strong knowledge of Risk and Control activities including but not limited to Managers Control Assessment (MCA), Quality Assurance Framework (QAF), Regulatory Control Matrix (RCM), Global Credit Initiation Practices (GCIP) and Continuity of Business (CoB), Information Security and Records Management
Highly motivated, organized and methodical with strong analytic skills
Excellent verbal, written and interpersonal communication skills - Ability to build consensus and influence outcomes
Excellent organizational skills; ability/flexibility to handle multiple tasks and changing priorities and willingness to take ownership of various parts of a project
Possesses a positive, hard-working, energetic 'can do' attitude
The ability to interact professionally and knowledgeably with all levels of personnel, including senior management
Advanced MS Excel and Access skills is a Plus

Portfolio Analyst Resume Examples & Samples

Support internal sales force within Private Banking Americas in the definition and reconciliation of customized asset allocations
Utilize innovative asset allocation modeling system to define portfolio compositions and portfolio profiles
Individual will work closely with internal investment strategy and portfolio construction teams to gather and understand investment profiles to support asset allocation and portfolio proposals
May perform other support duties and responsibilities that management may deem necessary from time to time

Credit & Portfolio Analyst Resume Examples & Samples

Help provide oversight to enhance coverage and completeness of Stress testing framework
Review modelled stressed impact of financial markets and market factors affecting credit risk exposure of ICG trading businesses. Communicate effectively with risk managers, risk analytics and other teams on the results of stress testing and exposure highlights
Play a key role in SFT stress testing for CCAR and help respond to various Ad-Hoc Regulatory requests
As part of the CCAR process, assist with the oversight of the stress calculations, projects and initiatives
Develop deep understanding of stress and exposure calculations as well as aggregations performed by Risk Architecture, Risk Analytics and Technology
Build effective communications with other teams, senior management and regulators on the results of stress testing
Provide ad-hoc support to management inquiries with respect to credit risk exposure numbers. Diagnose problems and recommend solutions / fixes
Good understanding of market and counterparty credit risk management principles, techniques, and methodologies for OTC derivatives, Securities Financing Transactions, and cash-settled products
Good analytical skills and solid understanding of business and economic statistics
Strong ability to multi-task and manage multiple projects. This involves planning, execution and reporting across multiple platforms
Strong problem solving skills required along with a high attention to detail
Excellent communication and interpersonal skills to communicate with clients and management, both verbally and written
Solid understanding of data analysis and data mining or a track record that demonstrates high aptitude to learn these skills
Knowledge of the project and development lifecycle as well as project management concepts and controls

Portfolio Analyst Resume Examples & Samples

Manages workflow and document production against critical dates and lease obligations
Adheres to document management standards, records retention requirements, and landlord communication guidelines. Documents and files critical lease information
Collaborates with portfolio managers on the interpretation of contractual agreements. Acts as subject matter expert regarding the lease renewals and amendments and the process related to our business and Company standards
Collaborates with multiple business unit partners by representing the portfolio business unit, department or functional area on cross- functional project teams
Conducts lease-related renewal evaluations and analysis, identifying exceptions to Company standards, and obtaining approvals from applicable departments
Establishes and maintains strong working relationship with fellow partners to drive the successful operation of the retail store
Manages the dissemination of pertinent lease information into all appropriate lease management systems, ensuring accuracy and timeliness
Monitors project schedules in support of strategic initiatives to ensure timely review and execution of lease and other related documents to safeguard existing real estate assets
Commercial real estate or comparable business experience (2 years)
Lease analysis and abstracting experience (2 years)
Property management, paralegal, legal assistant or lease administrator (2 years)
Administration of commercial real estate contracts or comparable business experience (2 years)
Business analysis (2 years)
Proficiency in the interpretation of contractual agreements
Ability to prioritize work with limited supervision
Ability to comprehend basic financial metrics
Ability to establish cross functional, collaborative relationships with business partners and to deliver excellent customer service
Equivalent military experience

Product Portfolio Analyst Resume Examples & Samples

Timely Stakeholder Management and collaboration
Application Run Cost Transparency. Track predicted Run Cost changes
Application Consumption Transparency. Track predicted Consumption changes
Transparency of the Baseline of Global IT Applications
Track IT Application Baseline Changes, by type of scope change. Ensure adherence to standard product portfolio governance
Capture, clarify, handle backlog of Service/ Product Portfolio Management & TCO report requirements
Report design and development
Report execution (key tools: TCO database, ITAR) and distribution/ communication of reports
KPI Measurements and Reporting e.g. portfolio data quality, performance
Service Portfolio Management Process
Project Portfolio Management Process
4-7 years of overall experience in financial planning & analysis and reporting with minimum 2-3 Years of relevant experience in Business Analysis, Research Analysis, Financial Analysis and Management within IT or Information & Communication Technology industry
Bachelors in Commerce & Business Administration or Management
Master’s in Business Administration (Specialization in Finance, General Management, IT)
Knowledge of database, SQL
Expertise in reporting tools (Excel & other statistical tools)
Basic understanding of IT products/ operations, IT cost structure (Capex/ Opex) and business finance
Technical Certification in Business Analytics, Financial Modelling, IT Product Management preferable

Portfolio Analyst Resume Examples & Samples

4-7 years of overall IT functional management experience with minimum 2-3 Years of relevant experience in IT Portfolio Management/ Product Management & Information & Communication Technologies platform
Bachelors in Commerce & Business Administration/ Management/ Engineering
Master’s in Business Administration (Specialization in Finance and/or IT)
Minimum 1-2 years of experience in financial planning & analysis and reporting preferable
Experience in performing trend analysis and simulations (predictive modeling/extrapolation)
Technical Certification in Financial Management/ Research Analysis/ Product or Project Management preferable

Portfolio Analyst Resume Examples & Samples

Position provides support for the High Yield Corporate Bond Team
Responsible for gathering and analyzing large datasets and communicating findings to Sr. Investment Professionals in support of portfolio decisions
Provide analytical, quantitative and technical support for the reporting needs of the High Yield team
BA or BS in Finance, Economics, Accounting or Mathematics
High level of initiative and organizational skills
Strong knowledge of Fixed Income Securities

Portfolio Analyst Resume Examples & Samples

Develop and implement investment strategies for clients in coordination with the Portfolio Management and Open Architecture Asset Allocation teams. A primary responsibility will be to trade portfolios
Assist in the management of all aspects of client relationships, including communication and coordination with Portfolio Managers, Strategic Advisors, Account Administrators and Marketing
Assist with client reporting and related materials
Helps monitor global markets and client investments
Participate in investment manager due diligence meetings and quarterly conference calls
Two (2) to Five (5) years’ experience within the finance industry
Bachelor’s degree in Finance, Economics or related subject

Credit & Portfolio Analyst Resume Examples & Samples

Key team player in preparation of risk-related CBNA management material
Lead and assist with various Risk-related strategic projects and ad-hoc requests
Interact with various subject matter experts and members of the CBNA Risk Committee
Strong analytical skills with a working knowledge in the principles of credit risk and/or market risk, capital markets and finance
Understanding of basic risk management measures: OSUC, NCL, LLR, CVA, and VaR
Exceptional writing skills, with ability to synthesize complex concepts, translate into "user-friendly" language, and effectively present in text or slide format
Ability to think one or two steps ahead of the assigned task
Ability to think critically and understand what the senior management Risk Committees would find relevant
Ability to quickly assimilate and analyze large amounts of information
Strong Follow Up Skills
Excellent influencing, facilitation, and partnering skills. Ability to build a strong internal network across firm
General knowledge of credit and retail/investment banking products
Proficiency in MS Office (Excel, Word, PowerPoint)

Credit & Portfolio Analyst Resume Examples & Samples

Responsible for leading, developing and optimizing complex data and reporting solutions
Responsible for working with large data sources
Research the various sources of data available internal and external (Bloomberg, Reuters, S&P…) to provide management information relating to credit & market risk &liquidity, volatility, concentration)
Assist to monitor the appropriate tools/procedures, Loanable Values, collateral monitoring, and infrastructure/processes to manage the MSBF portfolios
Computer programmer with experience in software development and data modeling
Preferably with at least 1 years’ experience in Credit & Risk
Must be able to organize and prioritize multiple assignments and meet tight deadlines
Advanced skills in Microsoft Access or Excel required with the ability to write complex. macros a plus
Self-starter / Innovative & forward thinking
Self-directed with strong drive for results
Bachelor degree in Computer Science or similar discipline

Wholesale Portfolio Analyst Resume Examples & Samples

Administer VCI’s financial statement compilation and spreading application for optimal utilization, continuously developing this application to maximize its effectiveness in the areas of financial information development, processing, accuracy, trending and reporting
Maintain and update monthly wholesale loss reserves forecast to effectively hedge financial performance of the company against expected losses within the wholesale portfolio
Using the VCI’s wholesale data warehouse and various data mining tools, monitor portfolio credit quality, loan balances, line usage, account acquisition/loss, audit results, funding results, dealer count and other changes on a daily, weekly and monthly basis
Monitor team strategy; participate in process efficiency efforts and strategy adjustment implementation
Provide insight and consultation to team leaders regarding portfolio management initiatives and loss forecasting
Continue the improved utilization of existing statistical modeling tools (Dealer Rating Model) as predictive models to be utilized to discover and question changes in wholesale portfolio risk quality
Forecast commercial portfolio risk, describe borrowers’ repayment behavior, and estimate the probabilities of credit losses and recovery based upon financial dynamics and their relationship to VCI’s mission of supporting the growth of VW group
Determine and explain changes in borrowers’ credit quality provide and/or present reports to the organization’s field staff, corporate staff and senior management as necessary
Participate in various technology application user groups and develop benchmark analysis for comparing VCI’s processes and performance to competitors
Collaborate with colleagues to set attainable joint objectives and priorities, motivate their behavior and support their successes. Develop and enhance colleague’s skills and talents through ongoing training, learning and sharing of knowledge
Commitment to providing information that is both accurate and timely
Combine technical expertise, along with business acumen and context to prepare ad hoc reports and test their outputs against a “common sense” perspective to validate the results
Conversion of financial data into usable condensed formats (business intelligence) suited to board level presentations so that desired transparency is realized throughout all levels of the company
Bachelors Degree in Accounting, Finance, Economics or related field
CPA, CMA, CFA
Minimum 5-7 years professional experience to include
3+ years working for automotive finance or related company/banking experience
3+ years in commercial or wholesale related credit analysis for a major lending institution or, commercial credit administration and/or financial analysis in a field and/or Corporate capacity
Working knowledge of Accounting and Financial Analysis
Familiarity with Commercial Credit granting practices
Familiarity with the measures of Corporate Liquidity, Capital Structure and Solvency
A conceptual understanding of statistical analysis, regression analysis, hypotheses testing, measures of dispersion, probability concepts, correlation analysis and time series analysis
Demonstrated computer skills using Excel, Word, Power Point, Business Objects
Strong verbal, business writing and presentation skills
Ability and Willingness to Relocate for future developmental assignments is mandatory
Strong skills in Access, Business Objects, Data Mining
Experience working with an OEM
VWoA Group related Experience
Automotive Retail Experience
8+ years of professional experience

Credit & Portfolio Analyst Resume Examples & Samples

Validation and Monitoring of Branded Card Portfolio data to the quality standards set, and continuously establish communication within team to improve the data quality and processes
Perform data reconciliation with internal or external data source to ensure the quality and consistency of the data
Work on Integration of data sources and the development of data routines to create standardized datasets from raw data
Work on implementation of advanced statistical methods and innovative techniques for validation and monitoring of various critical data elements to enhance data accuracy
Coordinate addressing of ad hoc data requests from various local, regional or global risk functions
Write and execute programs/jobs (SAS code utilizing DATA step, PROC SQL, MACROS etc.) proficiently to create and produce risk reports or ad-hoc Analysis
Coordination with domestic and international teams to work on time critical projects
Evaluate information from multiple sources in order to maintain complex and dynamic work flows and scoring processes
Bachelor’s degree required in Mathematics, Engineering, Statistics, MIS, Business Analytics, Computer Science or a relative quantitative discipline
2+ years of experience in an analytical capacity is required
Strong understanding of risk management and business strategies/actions and risk scoring preferred
Proficient in SQL and/or SAS (with UNIX/Linux will be plus)
Strong written and oral communication skill. Comfortable presenting work to peers, cross functional businesses and senior management
Ability to deliver meaningful insights by analyzing data
Ability to manage projects effectively in high pressure situations with multiple deadlines
Strong technical abilities to develop reports and presentations

Senior Portfolio Analyst Resume Examples & Samples

Review financials of assigned property portfolio including: expense and revenue, AP, AR, cash, and consolidated monthly financial statements
Review monthly general journal entries and provide direction to Staff-Level Accountant
Documentation gathering and closing statements review
Calculations of sales & acquisitions
Tracking of taxes and other fees
Perform Audit review and identify areas of risk
Liaise with multiple departments to accomplish daily/monthly duties
Bachelors Degree in Accounting, CPA or parts passed
Minimum 3 years of accounting experience in a professional environment
Prior real estate or financial services industry strongly preferred
Public accounting or Audit experience preferred

100

Credit & Portfolio Analyst Resume Examples & Samples

Partnering with risk officers related to all aspects of their responsibilities: Main tasks include risk assessment, credit analysis, reviewing financial results, portfolio reviews, and exposure analysis
Portfolio management: developing a forward-looking view of the portfolio and the industry covered, understanding the credit process, policies and Citi's risk appetite, anticipating developments and reacting to news, escalating credit concerns/updates to senior risk and business managers and proposing risk mitigation action to be taken. Preparation of portfolio reviews and conducting stress tests are also important aspects of portfolio management
Ideally candidates should have some experience in credit risk analysis or corporate banking. Knowledge of Public/Municipal Finance considered a strength
Knowledge and understanding of investment securities, traded products (fx, derivatives, futures) and related risk concepts (eg mark to market, VAR) is also desirable
Good PC skills, particularly excel and powerpoint, to aid in the creation of presentations and portfolio reviews
Strong attention to detail; unaffected by high pressure situations

101

Credit & Portfolio Analyst Resume Examples & Samples

Participate in key initiatives within the business through the collection, analysis, review, reporting, documentation and communication of business needs and requirements
Develop alone, or partner with others, to define strategies that lead to project executions aligned with Operations Control objectives
Work to define and articulate requirements from Business/Operations to Development
Evaluate efficiency of existing reporting and drive improvements
Represent CR&A team on business projects, including responsibility for the evaluation of impact to MIS reporting
Understanding of process re-engineering - ability to understand and coordinate feedback from multiple stakeholders incorporating their ideas into a synthesized process that allows to increase efficiency and/or increased control in a process
Ability to develop workflows in Visio based on performing interview sessions with key stakeholders
Ability to translate ambiguous visions from End-Users into meaningful outputs
Ability to document and communicate business requirements to technology
Basic understanding of SAS, VBA, SharePoint
Strong proficiency in Excel, Access, Power Point, and other MS products
Financial Institution experience a must
Share best practices and promote an environment of continuous improvement
Understanding of Data Modeling and Qlikview a plus

102

Portfolio Analyst Resume Examples & Samples

Working with other members of the Portfolio, Project Services and wider IT and Operations group, you will be responsible for
Working within the Portfolio Team to ensure the performance and planning of the portfolio is timely, measured and transparent to stakeholders
Ensuring all BBC Worldwide technology projects follow the required standards for planning, documentation and change control and their status is always understood
Verify that plans are achievable at both a Portfolio and individual project level, ensure estimated time, budget & resource requirements (including people, hardware and software) are accurate and adhered to
Providing a single view of portfolio of technology projects, accurately reporting their progress, budgets, risks and issues and ensuring mitigating actions are fully owned and acted on by responsible parties
Work with the team to develop a suite of reports to be presented to senior management on a regular basis. Lead and follow up on post-implementation reviews ensuring findings are fully implemented
Complete scenario analysis on Portfolio to understand impacts on budget, resourcing, priorities and benefits to allow informed decision making
Be a key contributor to ensuring that information flow between various parties, namely IT, Finance and Strategy & Governance is consistent and compliant with achieving objectives
Create and generate ad hoc reports as required based on Project or Portfolio data
Assist Programme and Project Managers in the production and maintenance of project plans and their control and governance
Develop and support effective communication mechanisms between the project teams
Own, in conjunction with other Analysts, our MS Project Server environment, ensuring that data requirements are fulfilled and accurate. Ensure that we have a clear roadmap of change within the environment to ensure that we utilise features that benefit the organisation. Deliver the roadmap
Previous experience of working within a Programme Office function within a diverse technology organisation comprising multiple programmes and projects across a broad spectrum of business and technical needs
Strong financial awareness and experience of working with budgets
Experience of creating, developing and implementing new processes
Able to develop and maintain a good understanding of BBC Worldwide business, its aims and objectives and to keep these in mind when undertaking own accountabilities
Excellent working knowledge of MS Office suite and MS Project Server (Essential)
Planning & Organising (Essential)
Quantitative and Qualitative Analysis (Essential)
Problem-solving (Essential)
Attention to Detail (Essential)
Managing Relationships (Essential)
Managing Complexity (Essential)
Technical Awareness (Desirable)
Commercial Focus (Desirable)
Negotiation and Influencing (Desirable)

103

Credit & Portfolio Analyst Resume Examples & Samples

Bachelor's degree or master's degree from reputable university
Minimum 8 years of experience in analyzing corporate borrowers or being involved in the delivery of structured solutions to customers
Cash flow and forecasting/stress testing analytic

104

Portfolio Analyst Resume Examples & Samples

Data and portfolio analytics
Develop analytical methods/models to assess portfolio, equity markets and operational risks
Assist portfolio managers and analysts with more complex datasets and synthesize analytical results that streamline investment decisions, manage risks as part of the Investment Committee (IC)
Work closely with the Portfolio Analyst to design, develop, improve and monitor portfolio models and test designs and analytical reporting to track and enhance strategies
Coordinate with internal teams across risk management, operations and fund accounting to ensure strict adherence to legal/compliance and industry standards
3-6 years industry experience
CFA-qualified or completing CFA
Very-high competency in Microsoft Excel and Powerpoint
Native fluency in English, in addition to Cantonese or Mandarin strongly preferred

105

VP, Portfolio Analyst Resume Examples & Samples

Delivers a range of services covering asset allocation, portfolio construction, investment strategy, and analysis of individual companies and securities
Champions the team’s thoughts through written comments, conference call participation, and speaking engagements
Serves as a thought-leader for the team from an investment perspective as it applies to individual securities, sector views and portfolio positioning
Assists Financial Advisors in identifying and implementing appropriate investment strategies. These strategies may either be the views of the Group, or, in line with the investment thesis that the Financial Advisor has requested
Conducts in-depth research available from a variety of sources to evaluate the relative value of equity securities
Prepares studies and other data for firm publication issued to the general public
Makes presentations to clients, industry groups, and internal departments
Develops and disseminaties timely equity ideas
Promotes and on-going development of a portfolio approach to investments based primarily upon established mandates
Monitors of performance of each discretionary portfolio against pre-agreed benchmarks
Builds personal relationships and provides proactive services to the top ranked FAs. Provides timely and thoughtful responses to FAs seeking advice with respect to equity securities
Collaborates with other members of the US equity team, and across markets with the rest of Private Advisory Group (PAG)
10 years direct industry experience in equities research, sales, investment banking, or related
5 years portfolio management or analyst experience with demonstrated investment expertise/knowledge of the capital markets and global economy
5 years utilizing Microsoft Office products with an emphasis on Excel (intermediate-advanced level), Word (intermediate level) and PowerPoint (intermediate level)
3 years providing advice on individual equity strengths and weaknesses as needed on client portfolios
3 years delivering presentations to audiences of varying sizes and levels (internal/external)
3 years creating, writing, and editing professional work product utilized by professionals for decision making and/or presentations to clients
Demonstrated prior experience developing and maintaining key relationships (internal/external) that relate to the overall success of the established company goals
CFA charter or demonstrated efforts towards obtaining charter
Master's Degree with a concentration in finance, business administration or similar
Demonstrated ability to balance multiple priorities in a time sensitive environment
Prior experience in an environment driven by market conditions
Demonstrated ability to distil complex and/or detailed financial information into key points and recommendations
Prior experience supporting/partnering with financial advisors

106

Portfolio Analyst Resume Examples & Samples

Manages a portfolio of accounts based on experience and skill set. Providing challenging stretch assignments can be expected
Posts same day Borrowing Base updates to the collateral monitoring system
Reconciles completely all required backup (Agings, Payables Agings, Inventory, marketable security statements, etc) for the Borrowing Base Report, within a 48 hour timeframe
Performs, as required, concentration analysis and verification calls to account debtors. Exceptions noted during review should be escalated according to the formal escalation policy
Any exceptions in backup/reporting received in comparison to the Handling Memo should be escalated according to the formal escalation policy
Ensures that complete and executed Handling Memorandums are maintained on all accounts
Provides back-up support to Portfolio Analysts as assigned
Interacts with internal and external clients to provide information relating to collateral and/or advance activity
Works with management to establish objectives and work to ensure performance against those objectives
Participates, as requested, in the refinement of business specifications and relating to the development and implementation of a new collateral monitoring platform
Coordinates with the Team Manager and the general lending divisions, asset based and managed assets groups to transition accounts onto, and off of, the collateral monitoring program
Participates, as requested, in the discussions and documentation of procedures for certain functions within the central collateral operation
Proactively follows-up with clients prior to the due date to insure that the BBR and back-up is received timely
Monitors reconciliation activity (between Fiserv, collateral monitoring system and client) for their portfolio of accounts, ensuring that reconciliation is documented and reviewed/approved at least weekly
Provides information, as requested, to the Field Exam staff
Works with management to formulate Borrowing Base Certificate formats for client use. Adhering to standard templates to the extent possible is preferred
Utilizes the Escalation Policy and Procedure as necessary and required
Participates in Portfolio analyst training sessions, as required
Participates in testing and feedback activities relating to group projects. Take the lead, or participate in, any variety of projects
Participates in, and monitor, cross-training activities to ensure that trained backups are available on every account assignment
Provides to management, any reporting data that is required in the preparation of metrics or regularly-prepared management reports
Works with the manager to apply the Complexity Rating Matrix to accounts for purposes of managing account assignment capacity and workload management activities
20130612

107

Senior Portfolio Analyst Resume Examples & Samples

Analyze Obligor rating trends and identify potential risk shifts
Manage financial follow up to enable timely analysis
Provide support to all phases of a transaction after financial closing including operations and financial monitoring and analyzing requests for consents and waivers
Analyze detailed financial models and projections
Conduct industry/company research, including risk analysis
Performs valuation analysis for collateral
Participate in portfolio review for distressed accounts
Formulation and report-outs of strategy for recovery/ restructuring and progress against such strategies
Develop an audit sampling process to identify high-risk relationships and processes to review on a periodic basis
Routinely review credit files to ensure data integrity, proper underwriting and compliance with company policies
Identify opportunities for additional financing or refinancing. Qualifications/Requirements Basic Qualifications
Bachelor’s degree with two years of experience (or High School diploma/GED and six years of experience) in commercial underwriting, auditing or portfolio management
Ability to make and deliver presentations to executives and external clients

108

Portfolio Analyst Resume Examples & Samples

REPORTING: Write/ review TPF Flash Report, TPF Quarterly Activity Summary, and various sections of the TPF Fund Quarterly Report. Calculate/analyze transactions activity (acquisitions, sales, financings), value-added percentage, leased/occupied data, lease expirations, debt maturities, income distributions
CLIENT-RELATED: Produce quarterly data for consultant submissions, provide answers to specific client questions, and update TPF presentation pages. Assist in preparation for 2 client conferences
TRANSACTION-RELATED: Assist on Financing transactions (including writing investment briefs); assist on Acquisitions due diligence items; review and process numerous construction and capital project draws
SPECIAL PROJECTS: Assist in writing News & Views, process debt payoffs, track Fund-level cash activity, value creation, apartment developments
Bachelors' degree required, Graduate degree preferred
Minimum of 3 years of experience in real estate industry
Strong working knowledge of PowerPoint, Word, and other Microsoft software
Some experience with database applications would be helpful
Strong organizational skills, attention to detail, time management skills, ability to manage many tasks simultaneously while meeting critical deadlines
Team player, good communication skills

109

Gf-manager, Portfolio Analyst Resume Examples & Samples

Coordinating information flow from risk architecture/portfolio risk management services in APAC country (Singapore/Hong Kong/Australia/India) teams
Interacting with Risk Seniors for portfolio management activities
High-degree of client’s information confidentiality
Comply with the ethical standards contained in the Citigroup code of conduct
Ensure that the business unit adheres to firm policies and procedures, regulatory and legislative requirements
Self-driven individual, with attention to details and passion for complex data analysis and good with numbers
Advanced knowledge of spreadsheet and database tools (Excel, Access, SAS). Exposure to VBE and Macros would be preferred
Understanding of credit risk and capital market products
Understanding Securities valuation
Familiarity with Bloomberg terminals
Appreciation of risk management
Ability to work in a team environment
Possessing high-integrity
Ability to work against tight deadlines
Committed to quality and service excellence
A good university degree at a minimum
Knowledge of Finance and Accounting will be an advantage
4-7 years of working experience, preferably in a banking/financial industry

110

Loan Portfolio Analyst Resume Examples & Samples

Requires an Associate degree in Business, Finance, Accounting or a related field and 2+ years of lending, credit and financial analysis, loan documentation, underwriting or other directly related experience
Working knowledge of a variety of loan portfolios; including real estate, owner occupied commercial real estate, small business, lines of credit, etc
Working knowledge of lending principles and procedures, financial statement spreading and analysis, credit analysis, and loan grading for moderately complex loans
Solid understanding of risks associated with various types of loans
Strong customer service and communication skills, both verbal and written
Ability to analyze data and make recommendations
Proficient with Microsoft Office application software

111

Loan Portfolio Analyst Resume Examples & Samples

Requires an Associate degree in Business, Finance, Accounting or a related field and 4+ years of lending, credit and financial analysis, loan documentation, underwriting or other directly related experience
Advanced knowledge of a variety of loan portfolios; including real estate, owner occupied commercial real estate, small business, lines of credit, etc
Advanced knowledge of lending principles and procedures, financial statement spreading and analysis, credit analysis, and loan grading for moderately complex loans
Strong understanding of risks associated with various types of loans

112

Senior Portfolio Analyst Resume Examples & Samples

Collating, analyzing, interpreting and reporting data from diverse data stores
Expert in the use of MS Excel and Tableau
Will be point of contact to external TS PMO groups (TDCT PMO, USTS PMO, Digital Channel PMO, etc.) to improve process interactions (intake, planning, change control, etc…)
Will interact with EPMO to indoctrinate enterprise level process changes. Will support improvement and expanded usage of Clarity across the PMO
Providing intake triage, support pipeline and capacity management

113

Private Lending Portfolio Analyst Resume Examples & Samples

General portfolio management of private corporate debt investments in the middle market, which includes daily valuation and reporting
Perform detailed financial and market research and analysis
Recommend and justify the Risk Classification assigned to the credit
Utilize firm’s proprietary software tools for credit metrics tracking
Conduct analysis through large data-sets and organize the results in a sensible way
Support potential corporate restructurings with detailed Excel financial models including cash flow analysis
Analyze portfolio trends, market leverage and price development
Perform all of other duties as assigned; additional duties include providing direct support as deemed necessary by management
Proven background in the analysis and management of complex financial statements
Self-motivated and driven; ability to work effectively in a collegial, fast moving, and dynamic environment
Strong interpersonal skills with reputation for integrity, accuracy, and consistency
Advanced MS Excel modeling skills

114

Senior Loan Portfolio Analyst Resume Examples & Samples

General knowledge of Microsoft Office Products
Ability to analyze and advise on commercial, real estate & consumer loan documentation
Understanding of business entity documentation and business organizational structure
Understanding of collateral insurance coverage (Property & Liability)
Understanding of property title work
Understanding of state specific real estate lending laws for states located in UMB Bank¿s footprint
Ability to analyze and advise on property title work including endorsement
Ability to analyze and advise on state specific real estate lending laws for states located in UMB Bank¿s footprint
Understanding of Mineral Rights Loan Documentation
Understanding of Oil & Gas Loan Documentation

115

Portfolio Analyst Resume Examples & Samples

Active reconciliation of portfolio holdings and activities between various in-house systems and custodial or external records. Research of all identified discrepancies or inconsistencies providing appropriate follow-up to affect their proper resolution
Providing support for the timely and accurate trade settlement processing for all portfolios and numerous asset types
Processing and validation of all non-trade related activities occurring within the portfolios, including corporate actions, transfers, wires, various principal & interest transactions and any miscellaneous activities
Validation of portfolio specific information, including: reporting requirements, processing requirements, and account validation. Identify, collect, and maintain all requisite documentation and records pertaining to the portfolios
Provide back-up support for other Portfolio Services team members and assist in special projects and “ad hoc” requests
3+ years’ of experience with portfolio reconciliations
Fundamental understanding of Portfolio Accounting Principals
Trade settlement and reconciliation experience
Derivatives analytics is strongly preferred
Very strong PC skills with an emphasis on spreadsheet and word processing functions. Familiar with data downloading and manipulation
Ability to prioritize and manage multiple tasks and work assignments
Working knowledge of system based portfolio accounting platforms (Portia)

116

Credit & Portfolio Analyst Resume Examples & Samples

To prepare annual and interim financial and credit analyses for ICG Clients (including financial modeling, determination of risk ratings, assessment of target market criteria / risks / key success factors, risk / reward profiles), in line with ICG Risk policies. To ensure high quality and timely submissions
To do screening of prospect customers from credit point of view
To monitor borrower’ credit conditions and related market, industry, regulations developments on a regular basis by gathering of market/industry information and calling on customers. Timely and comprehensively inform risk and business management on any material changes
To remain updated on credit processes, policies, systems and incorporate required changes into credit packages and decisions
To contribute to regular and adhoc stress tests, rapid portfolio reviews, presentations and other portfolio related requests, as needed
To partner with relevant colleagues within risk, as well as banking, product, industry and IRM. Respond to queries from regulators and audits, as required with regards to designated credit files
Familiarity with key bank products (corporate)
Fluent user of Microsoft Office, Excel modelling skills
Fluency in English and Russian
Bachelor / Master degree, preferably in Economics /Accounting
A CFA (maybe in progress) and/or other evidence of analytical skills is a plus

117

Risk & Portfolio Analyst Resume Examples & Samples

6-7 years of experience in the financial industry
Passion for markets
Strong quantitative and data mining skills

118

Portfolio Analyst Core Resume Examples & Samples

Proactive approach to detect needs/opportunities
Collect Evergreens rents and delinquent evergreen rents
Develop analytics on residual gains and evergreens
Bachelor’s degree in financial, managerial, accounting or related business area
Specific collateral knowledge (i.e. Forklifts, Trucks & Trailers, Construction equipment, etc.)
Microsoft office Proficiency
Knowledge of PMS, Norad
Specific industry experience (i.e experience in Financial Services industry)

119

Portfolio Analyst Resume Examples & Samples

Trading support
Previous experience in a financial services firm with an investment research role preferred
The ability to manage multiple tasks and maintain the necessary attention to detail
Strong knowledge of financial markets and investment principles
Ability to organize time and perform tasks with minimal direction
Strong PC proficiency on various products including MS Office Suite, specifically MS Excel and MS Outlook

120

Credit & Portfolio Analyst Resume Examples & Samples

Oversight of supplier relationships including data input into the Citi Approved Supplier Program, monitor due diligence reporting and follow-up on outstanding deliverables, track open issues and escalate where appropriate
Must have capability to clearly communicate analysis
Presentations to senior leadership is required at this level
Experience: 3+ years of relevant experience
Certifications: NA
Strong organizational/analytical skills in conducting sophisticate analysis using vendor data and business required oversight to validate supplier is meeting or exceeding expectations and Citi has the appropriate governance over the supplier relationship
Work with all levels of management and compliance
Strong review/audit skillset

121

Portfolio Analyst Resume Examples & Samples

Manages client portfolios as part of the Portfolio Management Team – including all trading, portfolio management duties, and client meetings when necessary
Develops and executes strategies to assist in improved alignment of all enterprise-wide portfolios with stated target portfolios
Using primarily Microsoft applications, assists with the creation of presentations for Wealth Management prospects and existing clients
Assists with constructing target portfolio models, compliance rules, and booking/executing trades in MB’s electronic trading and portfolio management system
Assists with the macro strategy update (semi-annual rebalance trading) for Portfolio Management Team accounts via MB’s electronic trading and portfolio management system
Monitor positions relative to client guidelines and verify current structure and transactions are consistent with guidelines
Interacts closely with portfolio managers and investment research team to ensure timely and accurate execution of investment strategies across client portfolios; determine effective implementation of ideas across portfolio mandates with different constraints
Provides support related to client relationships for the Managing Director of Portfolio Management and Senior Portfolio Managers
Completes annual account reviews for Portfolio Management Team accounts
Participates in the production/maintenance of MB’s proprietary marketing materials
Develops a strong understanding of MB’s performance reporting vendor application. In particular, the maintenance of individual Portfolio Management Team accounts, as well as performance composites related to the Portfolio Management Team
Other duties will be assigned
20160322

122

Portfolio Analyst Private Placements Resume Examples & Samples

Building/Maintaining financial models
Reviewing company news releases, financials, compliance statements, and SEC filings
Arranging and participating in calls with company management
Writing and reviewing credit research reports and notes
Keeping PM's and Traders updated on all news items related to companies within assigned sectors
Assisting in more formal periodic updates as required by specific clients
Attending road shows, industry conferences and/or other meetings as required
Reviewing all legal documents associated with private placement transactions (i.e., note purchase agreements, guarantees, limited partnership agreements, etc.), and interacting with legal counsel on the negotiation of all such documents
Actively participating in investment screening meetings
Assisting in the due diligence process
Assisting in all aspects of the maintenance and monitoring of a portfolio of privately placed securities, including the documentation of trades, interacting with investment accounting and pricing
Assisting in Delaware's marketing efforts with respect to private placements, including preparation of pitch books and responses to RFPs, market research, and analysis of performance data
Minimum of 2 years of investment analysis experience
Working towards an MBA or CFA exams preferred
Prior experience with financial modeling required
Strong technical, writing and analytical skills
Strong computer skills, including Bloomberg and Excel

123

Credit & Portfolio Analyst Resume Examples & Samples

Coordinate all Management and regulatory reporting requirements (daily/monthly/quarterly/semi-annual/annual)
Prepare and analyse ad hoc risk management requests by Senior Management, internal and external auditors/regulators
Prepare risk presentation decks for internal and external stakeholders
Assist with Portfolio Review materials for Margin and Securities Backed Finance (MSBF), Commercial and Residential Real Estate and all other CPB Investment Finance Product Programs
Review and analysis of the classifiably and delinquency managed portfolios
Handle margin call related reporting, line excess and exception monitoring/reporting
Proactively seek to identify business reporting and analytical needs, streamline processes and evaluate key drivers for monthly variances and trend analysis of various parameters
Up to 2 years of experience, preferably in a Risk, Finance, or Regulatory reporting role
Degree in Economics, Finance, Engineering, Mathematics, Business Analytics, or Computer Science; MBA preferred
Must be able to identify data quality issues and work collaboratively as the lead across various groups to resolve
Basic understanding of risk management, corporate finance, and portfolio management
Advanced user of Microsoft Excel (pivot tables, advanced look and conditional formulas, VBA)
Experience working analytically with large data-sets
Knowledge of retail lending products including margin, unsecured, revolving, real estate, and other secured lending

124

Credit & Portfolio Analyst Resume Examples & Samples

Carry out risk-and-reward analytics projects to improve business performance (i.e. segmentation analysis, loss forecasting, propensity scoring)
Track the performance of credit changes and credit tests
Proactively identify problem areas and opportunities within portfolios
Present results of analysis to internal customers including senior and Regional management where applicable
Provide data support for portfolio monitoring, risk governance, stress testing and audit activities
Relevant tertiary qualification with a quantitative discipline is necessary
Minimum of 4 years experience in a similar role
Programming- SAS or other similar languages
Statistical and Data mining skills
Exposure to modelling techniques will be an added advantage
Knowledge of unsecured lending business and risk management will be an added advantage
Strong negotiation, Influencing and Presentation skills

125

Portfolio Analyst Resume Examples & Samples

The ideal candidate will be coming from a Property/Asset Management background and will have 1-2 years business Analyst experience
Preferred but not essential experience would include financial modelling, reporting, trends analysis, budgeting and forecasting, as well as writing and presenting business cases to support analytical findings
The individual will also conduct performance tracking at portfolio level & assist in the preparation of dashboards & presentations to facilitate the EU management team
Play a key role in the completion of the planning process, inclusive of annual budgets and quarterly reforecasts
Primary contact for monthly and quarterly reporting package
Preparation of financial cashflows for new investment opportunities using Argus DCF
Maintenance of financial models for the portfolio
Assist in the completion of annual business plans
Collate and analyze market data to determine Company performance against industry trends
Analyze pricing and work with Asset Management and Sales teams on EMEA pricing matrix
Monitor Capital Spend and prepare monthly ROI documents
Oversee the EMEA lease administration process to ensure accuracy of quarterly reported lease statistics
Ensure compliance with Financial Authorisation Process obligations
Preparation of Investment Analysis documentation for submission to the Investment Committee
Various other ad hoc duties as required
Qualification in economics, statistics, econometrics or finance/accounting from a respected university
Training in quantitative modeling tools
Must have 2-3 years' experience in commercial real estate or business analytics
Experience reviewing and analysing rent rolls, operating statements, budgets, appraisals and property reports
Excellent analytical skills with very strong numeracy, attention to detail and strong organisational skills
Outstanding written and verbal communication and excellent presentation skills
Self-starter, able to work independently using own initiative but also excels in a team environment
Demonstrated flexibility to handle multiple projects in a fast-paced environment
Success developing and sustaining strong relationships with internal & occasionally external stakeholders
Strong knowledge of SFDC functionalities
High level of expertise with MS Excel (and office applications)
Proficiency in Argus or other real estate analysis software is a plus

126

Cards & Loans Portfolio Analyst Resume Examples & Samples

Bachelor degree in any discipline
Has minimum 3 years in the same field, banking industry preferred
Ability to challenge status quo

127

Portfolio Analyst TF Resume Examples & Samples

Strong customer contact, Enhance customer relations with GE
Effectively negotiate end of term purchase and renewal options driving maximum residual income while achieving and adhering to all portfolio objectives and procedures
Buyouts quotation to customers including proper assessments of fair market values (FMVs)
Strong negotiations and communication skills with the goal of influencing outcomes
Specific collateral knowledge (i.e. Computers, Servers, Software, Tablets, Telecommunications, etc.)
Execute on special projects as required within the team
Microsoft office Proficiency (Level in Excel must be advanced)
Large DB management
Specific industry experience (i.e. experience in Financial Services industry)

128

CRE Portfolio Analyst Resume Examples & Samples

Assists in the administration of both the non-owner occupied and owner occupied loan portfolio managed by CREST, through performance of loan review functions, for the purpose of risk identification, verification of risk rating accuracy, and the compilation of portfolio data utilized to stress test the UB loan portfolio
Uses financial statements and related information to review for collateral performance trends over time, trends in borrower/guarantor financial position, personal and/or business credit, and collateral condition
2-4 years of experience in Commercial Real Estate performance analysis and loan structuring helpful
Good written and verbal communication and presentation skills
Basic ability to work effectively with individuals and groups across the company to manage customer relationships

129

Portfolio Analyst Resume Examples & Samples

Help Centralized Portfolio Advisory (CPA) Portfolio Managers Developer and execute upon strategies to address unique situations
Provide support in the day to day operations through cash management & portfolio balancing and be a strong contributor to the CPA team and collaborate in special projects and strategy maintenance
Working in consultation with the in-field Wealth Manager to fully understand and document each client’s financial needs, risk tolerance, and long-term objectives
Developing and executing upon strategies to address unique situations including but not limited to
Ensure a high level of client satisfaction, internally and externally by
Minimum 2 years direct industry experience
Strong interpersonal, communication & listening skills
Advanced knowledge of Excel, Mpower and Bloomberg
Thorough investment management knowledge and experience as it relates to understanding economic and capital markets

130

Senior Portfolio Analyst Resume Examples & Samples

College Degree in Finance/Math/Economics; Master’s Degree preferred
Understanding of financial markets and portfolio management theory
Portfolio management experience as a PA for either Alternatives
Proficiency in Excel, Factset, Barra and other performance attribution and risk management tools
Excellent writing and speaking communication skills
Client presentation skills
Teamwork – globally & locally
Ability to work independently and proactively

131

Portfolio Analyst Resume Examples & Samples

40% - Undertaking reinsurance claim recoveries and premium payments on a monthly basis
30% - Provide support and assistance in pricing larger new business and in force schemes
20% - Supporting the control cycle monitoring and investigation of the Group Insurance business, by undertaking experience investigations which in turn provide a basis for sustainable pricing
10% - Assist with ad hoc queries and tasks
Recent Actuarial Graduates are welcomed to apply
1-2 years' experience working in Life Insurance (not necessarily Actuarial) preferred but not essential

132

Credit & Portfolio Analyst Resume Examples & Samples

Graduate with 0-3 years of experience in Finance and Accounting or MBA/CA/US CFA with 0-3 years of experience
Preferred Certifications
CFA (US)
India CFA

133

Risk Portfolio Analyst Resume Examples & Samples

Analyze and forecast delinquency and losses for multiple portfolios within Citi’s Branded Card Business
Develop alternative forecasting and analysis methodologies
Reflect the impact on the Risk forecast for loss mitigation initiatives (across all aspects of the credit life cycle) risk based pricing and marketing programs
Perform portfolio based stress testing to support to Citi’s Performance Exception reporting
Provide insight into the macroeconomic trends and related market developments
Monitor and analyze portfolio performance against industry peers and trends
Identify and analyze unique product or portfolio behaviors that will impact delinquency and losses and can be leveraged in the NCL forecasting process
Proactively manage the differences to the forecasting process between Collections and Risk
Consumer Finance Risk Management experience at a Financial Institution with at least 2-3 years’ experience
Excellent ability to create highly complex Financial and Risk analysis that addresses concerns and issues and present them to management with a clear and concise approach
Knowledge of highly disciplined business, financial and risk management processes
Excellent ability to develop partnerships across multiple business and functional areas
A quantitative and analytical approach to financial analysis and forecasting
Excellent quantitative skills and analytic skills
Proficient in Interthinx Look Ahead forecasting software, SAS, VBA, Essbase and MS Office
Bachelors degree required - Statistics, Mathematics, or other quantitative discipline strongly preferred; MBA or CFA strongly preferred

134

IT Portfolio Analyst Resume Examples & Samples

Understanding and knowledge of HbI Business processes, planning and operations in a textile / apparel manufacturing and distribution environment
Proficient with Microsoft Office, Project, PowerPoint, Word, Excel and Visio for documenting project tasks, schedules and design
Demonstrated ability to juggle multiple priorities and projects and work through ambiguous requirements
Good negotiation, influencing and training skills

135

Portfolio Analyst Resume Examples & Samples

Provide analytical support for a team of portfolio managers charged with managing the asset portfolios of AEGON USA
The analyst will collect, produce and organize quantitative information necessary for portfolio decision-making using a variety of software tools including Blackrock’s Aladdin system, Bloomberg, Excel, and Business Objects
Some projects will be recurring in nature and others will be designed to address specific circumstances that have arisen in the markets or in specific portfolios
A set of recurring projects will likely constitute a part of the responsibilities that analysts will be expected to complete without direction after initial training
Analysts will assist Portfolio Managers, typically having been given limited direction, in modeling and analysis of historical, current and potential asset-liability risks such as duration, convexity, credit, reinvestment and liquidity within portfolios
Other areas where analytical support will be required include projects such as liability benchmark construction, performance attribution, evaluation of capital and earnings management issues, and stress-testing of portfolios
Production of reporting packages for senior management
Work closely as a part of the Portfolio Analysis team and as such, may be asked to provide support to other projects as necessary
Undergraduate degree in finance, economics, mathematics, actuarial science or computer science or related degree required
Knowledge of quantitative tools required. Skills or experience should include mathematical modeling or financial analysis using spreadsheets
MBA. At least 2 years related experience preferred
3+ years of investment experience or MBA with relevant work experience. BA preferably in finance, economics, mathematics, actuarial science or computer science
Knowledge of bond analytics
Developed understanding of investments and financial concepts
Basic understanding of investment accounting
Solid understanding of insurance products associated with the divisions with which they work
Working knowledge of the asset classes the firm invests in for those same divisions
Develop creative solutions to analytical problems using spreadsheets with data extracted from portfolio systems, market data systems or databases
Working towards CFA/MBA designation. 3-6 years of experience

136

Credit & Portfolio Analyst Resume Examples & Samples

Support the continued re-engineering of Citi’s business planning process as it evolves towards a defined target-state; focusing primarily on the data, process, and system-related components of the process
Provide project management support to a subset of system implementation and process re-engineering projects, related to the broader CCAR production process. Responsible for reporting project status directly to project sponsors and senior management
Learn the existing challenges within each CCAR workstream and design an integrated solution which bridges the gaps between Citi’s current data architecture and regulatory requirements placed on the firm
BA/BS with strong GPA and relevant coursework, and 1-3 years related experience
An understanding of the banking business and/or other risk management functionality; prior understanding of risk measures a plus
Exceptional oral communication and writing skills, with ability to synthesize complex concepts, translate into "user-friendly" language, and effectively present in text or slide format
Applied knowledge of data management and system development lifecycle (SDLC) is required. Direct knowledge of Citi’s infrastructure preferred
Demonstrated strong leadership experience, especially in transitioning or challenged environments
A basic understanding of the existing end-to-end CCAR process a plus
Prior exposure to both Risk Management practices and Financial reporting processes is highly desired as CCAR requires solutions that span cross organizational boundaries
Professional skills, particularly

137

Portfolio Analyst Resume Examples & Samples

Manage and control the daily, monthly and quarterly processes of a new Product/Fund
Manage and report on cash flows, deposits and redemptions
Support data requests, marketing updates and inquiries from clients and consultants
Assist Portfolio team with trade execution for REITs and ETFs
Liaise with Marketing officers, Trust Company, Custodian bank and DC record keepers
Support Portfolio team with specific mailings/Fund presentations to prospects/consultants
Be responsible for daily valuation process
Manage the information and agendas for the Fund's investment committee
Support defined contribution industry groups and committees

138

Portfolio Analyst Resume Examples & Samples

Minimum of two years of Investment Management and Services experience required
Minimum of three years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
Minimum of two years' experience working in a professional team environment required
MBA and/or CFA, or current pursuit of either
Ability to work independently and use sound judgment in advising on critical transactions and in executing transactions on their behalf
Ability to effectively address PM or APM trade and investment related questions
Extensive knowledge of the Firm's proprietary trading system, as well as the portfolio accounting system

139

Portfolio Analyst Resume Examples & Samples

Excellent Excel and VBA programming, financial mathematics
Ideally knowledge of Fixed Income Markets and Fixed Income security pricing knowledge
Degree qualified with a good academic track record and looking toward studying for CFA
Good team player with the ability to work autonomously when necessary

140

Credit & Portfolio Analyst Resume Examples & Samples

Excellent written and verbal English language knowledge
Be a first-class communicator: candidate must be comfortable talking to people at different levels from senior management to technical analysts
Good knowledge of Banking/Treasury Products
Candidate need to pay strong attention to detail, with the ability to recognize reporting and processing errors
Good time management skills, with the ability to prioritise multiple deliverables
2 years financial services experience recommended
Credit/Risk Experience knowledge will be a plus

141

Credit & Portfolio Analyst Resume Examples & Samples

The candidate will have experience in a large, sophisticated credit granting or risk management organization within a major consumer card, financial services, retailing or consulting business
This individual will bring a strong analytical orientation, an appreciation for broad-based risk issues, understanding of data mining techniques, and a familiarity with operations
Developing NCL forecasts using different forecasting techniques for Retail Partner Card portfolios
Perform complex risk policy analytics in terms of sizing the impact of credit/business/regulatory policies on loss performance and figure out a way of incorporating them into the standard forecast methods
Perform econometric based analytics to estimate and explain the impacts of changing macro econometric trends on the portfolio loss and delinquency performance
Demonstrated ability to synthesize, prioritize and drive results with a high sense of urgency

142

Credit & Portfolio Analyst Resume Examples & Samples

Partner with Risk Management Policy teams and Operations amongst others to support the Interaction Management model to improve risk processes & policies throughout the customer lifecycle
Apply innovative analytical techniques to customer and transaction data to build risk mitigation strategies and process enhancements
Effectively provide updates and communicate key initiatives to senior risk management
Analyze tests and performance using SAS and decision tree methodologies (CHAID/CART)
Evaluate effectiveness of current policies and strategies
Interact and communicate effectively and build strong working relationships on an ongoing basis with business partners
Contribute in center management activities in Mumbai CoE
Support the expanding challenges and complexities of the interaction model among our customers and risk processes and policies throughout the customer lifecycle
Focus more holistically and deeply on enhancing effectiveness and identifying/realizing efficiencies in our policies & processes
Clearly communicate analyses. Presentations to both technical and non-technical personnel are required to be made frequently as part of the job
Summarize analytic reports into presentations and share analyses and reports with senior leadership
Work efficiently in a matrix environment balancing between both business and functional interactions and priorities
Strong understanding of Credit policies
Good written English

143

Credit & Portfolio Analyst Resume Examples & Samples

Assist RM’s with the preparation and presentation of materials for credit approvals
Work with Independent Risk and Early Warning teams to timely identify and escalate risk issues/ trends - this would include making credit calls on clients
Work with RMs and Risk on preparing CCR for Special Mention names and monitoring triggers and agreed action plans

144

Credit & Portfolio Analyst Resume Examples & Samples

Participating in ad-hoc projects, preparing credit updates for senior management and portfolio bankers.Sound presentation skills as the analyst will be frequently involved in portfolio review presentation to senior credit officers
Primary region would be EMEA banks and broker dealers
Monitor trading limits and exposures of companies to ensure that credit risk levels are within the firm’s risk tolerance
4 years+ experience In FI credit risk analysis
Excellent Written and communication skills
Proficient in MS Office and Excel

145

Credit & Portfolio Analyst Resume Examples & Samples

The portfolio analyst will support the risk managers with the day to day responsibility for a diverse portfolio of Banks and Financial institution clients
Understand how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to varied clients
Credit/Risk experience and Access skills are a plus

146

Credit & Portfolio Analyst Resume Examples & Samples

US Regulatory & US GAAP Reporting
Local Book/RBI Reporting
Portfolio MIS for Secured & Unsecured
Reconciliations of all US Regulatory/US GAAP reports
Accurate and timely US Regulatory & US GAAP Reporting including CCAR, RRTS, FDIC, RBI – NPA, etc
Ensure timely and accurate Country / Regional / Global scheduled portfolio MIS as well as Adhoc requirements
Manage the end to end process of data generation, data reconciliations and data submission
Responsible for reconciliations of all US Regulatory / US GAAP reports and data submissions across multiple systems
Project Management including Risk interface for Global Risk Data Warehouse project, participate in UAT and provide support on Adhoc projects related to Risk Architecture
MBA/CA/Masters in Statistics or Economics with relevant experience

147

Credit & Portfolio Analyst Resume Examples & Samples

Conduct drill down analyses on Cards Risk Mitigation segments to isolate specific trends which need to be addressed and ensure portfolio performance is within benchmarks
Enhanced usage of Bureau information and Credit scores in Collection strategies
Work with Product/Technology to support credit-policies implementation on Cards ECS/TRIAD system

148

Portfolio Analyst Resume Examples & Samples

College Degree required; CFA preferred
Minimum of 2 years of experience in the financial services industry
Ability to work under pressure, and to work on different projects simultaneously
Ability to use relevant systems in profiling risk

149

Credit & Portfolio Analyst Resume Examples & Samples

Prepare Transaction Approval memos for financings and assist the Credit Officer in presenting these to FIRM Senior Management
Managing the Portfolio Review Process for three separate portfolios
Manage the approval process for components of the Team’s Risk Management process such as Financial Infrastructure Adjustments, Risk Rating Scorecards and Overlays, Peer Comparisons, and Counterparty Stress Tests
Manage ad hoc projects for FIRM Senior Management. Examples include oil and currency stress tests on the Banks portfolio and an overview of uncaptured exposures to custodian banks
Strong computer literacy and advanced Excel and Powerpoint skills
Strong attention to detail as a significant portion of the work will be reviewed by senior Risk Management
Ability to come down the learning curve quickly, as most transactions and special projects are bespoke/unique
Able to work in a team environment as well as independently

150

Credit & Portfolio Analyst Resume Examples & Samples

The successful candidate will be responsible for developing, analyzing and executing and consolidating the overall RS Risk monitoring reports and presentations
Engage with the stakeholders in different Retail Services locations for collecting inputs for risk updates, reports and bulletins
Individual Contributor (IC)/Managerial: Individual Contributor/Mentor other team members
Bachelor’s degree in a quantitative discipline: Mathematics, Economics, Operations Research, Statistics
Skills (Preferred)

151

Credit & Portfolio Analyst Resume Examples & Samples

Industry Expert and Advisor, Credit Officer, various management responsibilities
Analyse and approve counterparty credit limits for trading, transactional and financing businesses with funds
Develop and continually improve risk management framework and processes for funds
Advise businesses and clients on transaction structures and negotiate credit terms e.g. ISDA & CSA
Strong, balanced judgment to make credit decisions and recommendations
Analytical – financial analysis, assessment
Communication – excellent verbal and written communication
Interpersonal skills – build relationships, deal with conflict / disagreement, interact well with seniors
European languages useful, e.g. German, French, Dutch
CFA a strong positive but not a requirement

152

Senior Portfolio Analyst Resume Examples & Samples

Assist the Manager of Portfolio Analytics in the oversight of reporting performance attribution results
Effectively communicate results while having a comprehensive understanding of the fixed income and equity attribution and risk models used by the Performance Measurement and Risk group
Assist the Manager of Portfolio Analytics in the oversight of reporting portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, etc.)
Have a comprehensive understanding of the firm’s calculation methodologies and investment portfolios and be able to effectively communicate those methodologies across Invesco
Lead projects designed to enhance the Analytics group’s capabilities to support portfolio analysis and reporting for the broad range of Invesco’s global equity and fixed income products
Oversee and maintain the reporting and data flow around the fixed income portfolio analytics and attribution systems
Assess the importance of any given problem, manage the flow of information surrounding the incident, and ensure that the issue is resolved
Support the needs of the Performance Measurement & Risk Group, the Fixed Income Risk team, and the Quantitative Research Group
Utilize quantitative tools and form solutions to support ad-hoc and portfolio managers’ requests
Design, develop, and implement, as the business user, new and existing analytical tools to monitor and explain portfolio performance and characteristics
Drawing from an in-depth understanding of processes and information flow, suggest test cases and build thorough and scalable solutions
Build an in-depth knowledge of the firm’s products and business lines
Communicate confidently with internal and external clients across Invesco business units to assess their needs and utilize this feedback to create solutions
Encourage knowledge-sharing, innovation, and teamwork among colleagues, and train team members on processes, attribution analysis, and problem-solving
Act as a resource for others on the team and in the organization for projects and needs around fixed income analytics and attribution
A minimum of five years of related investment support experience is required. Working knowledge of investment flow and processes is strongly desired
Experience in analyzing equity and fixed-income attribution results is required
Previous experience in designing and implementing portfolio analytics/attribution systems, tools, or models is desired
Candidate must demonstrate practical understanding of portfolio characteristics and the equity/fixed income markets in general
Exceptional verbal and written communication skills are essential
Successful candidates will be able to adeptly field in-depth investment-related questions regarding a broad range of investment topics
Must be a self-starter, able to effectively operate in a team-oriented and collaborative environment and efficiently manage time given multiple projects and priorities
Demonstrated ability to lead or manage projects
Strong technology skills in order to facilitate the analysis of positions and portfolio attributes, and the ability to move fluidly between detailed data analysis and broader investment concepts, are a must
Familiarity with fixed income attribution or analytical systems is preferred
Knowledge of VBA or SQL is a plus

153

Portfolio Analyst Resume Examples & Samples

Organize and maintain client servicing materials, including client presentations, monthly fact sheets, performance attribution and market commentary
Organize, develop and maintain monthly new business presentations and materials
Organize and maintain fund specific commentaries (quarterly, semi-annual, annual)
Support the continued growth of the platform by maintaining client background including meeting log and meeting notes
Attend team investment related meetings to develop an understanding of EMD markets, our investment ideas, and performance drivers
Work with team members to ensure the above is completed in a timely and accurate
Liaise with legal, compliance, finance and other internal functions as necessary

154

Credit & Portfolio Analyst Resume Examples & Samples

Drive strategic Risk Analytics for Citi’s Retail Services Group in the US
Partner with Risk Management Policy teams and with cross functional teams to evaluate effectiveness of current credit policies and strategies, present data driven recommendations for business performance improvements, and track and monitor program performance
Apply strong statistical and data analysis skills, SAS skills, and decision tree methodologies (CHAID/CART) to derive rigorous segmentation results based on business knowledge and objective judgment of the balance between risk and reward
Analyze credit risk data to develop, test, and optimize risk factors related to credit policies (Acquisitions, Authorizations/Credit Line Management esp with Operational delivery dependencies) utilizing statistical scoring, segmentation, regression and simulation techniques
Utilize experience with UNIX and SAS to perform risk, financial and data analysis including profiling, sampling, reconciliation, and quality testing
Prepare risk reports for senior management that include analytics of risk, performance, emerging trends and opportunities
Clearly communicate analyses. Presentations to both technical and non-technical personnel are often required
Work with cross functional teams to develop and execute credit change plans
Implement initiatives to ensure consistency and compliance with credit policies, and liaise with cross functional business counterparts to develop and implement risk strategies and program planning
5+ years related work experience required, with significant academic experience/contribution
Portfolio Analysis and Behavioral Segmentation, Strategy Development, SAS
Credit card industry experience especially in an analytics or policy role

155

Credit & Portfolio Analyst Resume Examples & Samples

Maintain Daily, Weekly, Monthly and Quarterly assigned reporting inclusive of Citi’s membership exposure as well as credit exposure to our FMI clients
Proactively collect, monitor and take action on credit & membership exposure levels; undertake analysis/ investigation where required to ensure that the exposure levels are properly reported and any exceptions to exposure limits are resolved in a timely manner. This may include interacting with Business Sponsors, Sales and Trading as well as other ICG Risk support units to understand the credit/membership transaction
Responsible for completion and verify Annual Reassessments and Business Attestations on FMI’s
Assist with the preparation of MAT Breach Memos
Responsible for completion of Annual Credit Reviews of existing counterparties including Minimal Analysis Standards, Full Credit Material Change, Interim credit reviews and Transaction Approvals
Focus on the robust risk management processes to meet the internal and regulatory needs in regards to Comprehensive Capital Analysis And Review (CCAR). Strong emphasis on reporting and improving the Stress Testing performed as part of the CCAR capital planning and review process, which is designed to test each firm’s internal analysis of their capital adequacy. Reviewing, investigating and ensuring the executed monthly and quarterly capital and CCAR/DFAST stress test assessments are accurately reflected for various industries
Maintain an understanding of how financial and capital markets transactions, including derivative and foreign exchange trading, generate risk exposure, and how this affects extensions of credit to varied clients
Maintain a high degree of technical and policy understanding with respect to membership risk, credit risk, risk management and Citi Policy
Maintain effective working relationships with colleagues in other areas of ICG Risk
2-4 years Financial Services and Credit/Risk Experience

156

Portfolio Analyst Resume Examples & Samples

Manages client relationships under the direction of Director of Investments and Portfolio Managers. Direct involvement in setting asset allocation policy, sector weightings, security selection and other investment decisions as related to the PMG offering and the overall investment direction of RJT with other senior members of the RJT investment team
Assists more senior Portfolio Analysts, Trust Administrators & Portfolio Managers in managing client relationships and client retention
Conducts Investment research and analysis around all aspects of the investment offering utilizing various resources
Is involved in the implementation of a holistic investment strategy in conjunction with the PMG team
Prepares performance reports & investment reviews
Indirectly assists with coordination of estate planning, banking, credit, insurance, trust operations, financial planning and other services typical to PMG's target market
Works closely with the prospective client's advisors, including attorneys, CPA's, insurance professionals and others as needed
Is an integral member of the RJT investment department and takes on other duties from time to time to assist with projects and tasks related to the trust company's investment offering
Participation on RJT committees or sub-committees may be required
May be asked to attend cultural and social functions as made available by Director of Investments or other Trust Leadership
Software necessary for portfolio analysis including Excel, Word, PowerPoint, and Trust accounting software as well as analytics used in the industry
Principles of estate planning, trusts and securities industry operations
Preparing and delivering written and oral presentations
Provide a high level of service
Establish and maintain effective working relationships at all organizational levels
Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment
Bachelor's Degree (B.A.) in related field from a four-year college or university with three (3) to five (5) years in financial services environment, preferably in client retention/expansion or project management/analysis

157

Junior Portfolio Analyst Resume Examples & Samples

Primary back up to the Portfolio Manager(s) and typically acts as a first point of contact for the clients
Demonstrates knowledge and understanding of product offerings and DB Platform
Remain abreast of the Global Investment Committee views as well as the asset allocations determined by the Americas Regional Investment Committee
Provides advice to clients on market conditions; product offerings; and product performance
Bring specific trading ideas to Portfolio Manager’s attention
Recognize client objectives and restrictions and assist the Portfolio Managers in monitoring accounts to ensure objectives are met and restrictions are adhered to
Adhering to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following High Risk Media policy
Diligent in keeping controllable expenses such as overdrafts, errors and claims to a minimum
Respond to all client requests and inquiries in timely and accurate manner
Assist with account opening documentation including KYC and AML requirements
Complete Annual Client Updates (ACUs) as required
Responsible for Trust Investment Committee (TIC) and Investment Advisory Committee (IAC) documentation
Responsible for APT Risk Questionnaire and Investment Proposals
Ensure client documentation is filed and imaged
Prepare customized reports/summaries and client/prospect presentations
Attend client/prospect meetings with the Portfolio Manager
Anticipating and addressing issues before they become significant
Identifying and suggesting ways to improve current processes
Assisting with the cross-training of new hires

158

Credit & Portfolio Analyst Resume Examples & Samples

Working with Marketing, Decision Management and Finance teams on the P&Ls for the acquisition investment decision
Tracking forecast results to actuals to improve forecasting performance
Understanding of basic P&Ls of Cards business. Experience in consumer lending business and/or risk management. Credit card experience is preferred but not required
Excellent quantitative and analytic skills; ability to derive patterns, trends and insights and provide recommendations

159

Portfolio Analyst Resume Examples & Samples

Monitor index changes and create test indices for trading
Ensure data integrity on index composition and portfolio holdings
Conduct research on corporate actions and/or index changes
Verify internally calculated index and portfolio returns
Prepare trades for index changes under guidance of PMs
Monitor trading strategies and trade executions
Assist in ad hoc internal and external client requests
Assist in preparing portfolio attribution reports and assist in other ad hoc department projects

160

Credit & Portfolio Analyst Resume Examples & Samples

Lead, manage, and/or coordinate special projects on behalf of the ICG Chief Risk Officer. The projects span a variety of initiatives, and support senior-level audiences. Sample projects include
Ability to thoughtfully and succinctly convey information
An “entrepreneurial” mindset
Willingness to "roll up sleeves" and a strong work ethic
Ability to think one or two steps ahead of the assigned task and propose new creative/effective ideas/solutions
Ability to synthesize complex concepts, translate into "user-friendly" language, and effectively communicate in both verbal and written forms
Proficient technological skills including Microsoft Excel, Powerpoint, and Outlook
Enhanced market and product knowledge
Substantial senior management exposure, across Risk, business, and other functions
Increased business knowledge
Improved project management skills
Numerous communication opportunities

161

Portfolio Analyst Resume Examples & Samples

Bachelor’s Degree in; mathematics, engineering, physics, statistics, or a related quantitative or technical discipline
2+ years of relevant experience ideally within portfolio research, portfolio management, portfolio monitoring/risk in a quantitative research/analyst, or related function
Adept coding experience utilizing either; Java, Python, C++ or Groovy
Clear judgment and critical thinking skills
Post-Graduate degree indicating strong quantitative and technical ability

162

Portfolio Analyst Resume Examples & Samples

College Degree required; CFA pre ferred
Good written and oral communication skill
Integrity and Trust: Credible and confident with the ability to communicate with stakeholder
Independent Motivation: Desire to contribute at a high level beyond simply executing requested tasks
Collaborative Approach: Willingness to collaborate with individuals across teams, not just in fixed income, to maximize the use of Russell resources and IP when working on projects

163

Portfolio Analyst Resume Examples & Samples

Monitoring of portfolio performance and risk profile across a wide range of portfolios and investment types
Assist in fund cash flow monitoring, including margin and FX exposures
Follow-up on trade execution with trading, accounting and settlement teams
Respond to client and Internal queries on portfolios
Analyze investment options from both a qualitative and quantitative standpoint
Draft portfolio commentary and produce periodic reporting for distribution to clients
Develop and update presentations for internal and external usage. Coordinate with Marketing and Compliance to create final drafts
Act as a liaison with trading, technology, operations, risk and other teams
Bachelor’s Degree or higher. Major in Finance, Economics, Computer Science, Mathematics or other sciences preferred
Strong skills in Excel, including VBA
Familiarity with programming: MATLAB, Python, Stata, SQL preferred
Familiarity with market software: Bloomberg preferred
2-5 years of experience in investment management or finance
Interest in CFA or CAIA programs. Enrollment or progress preferred

164

Credit & Portfolio Analyst Resume Examples & Samples

BA/BS Required
Bachelor’s degree in General Business, Accounting, or Finance, a plus
Strong computer, analytical and quantitative skills

165

Portfolio Analyst Resume Examples & Samples

College degree in finance, economics, business or statistics
0 - 3 years work experience in public accounting, banking or other investment/finance related area
Proficiency with Microsoft Office applications, including the ability to create graphs and tables using Excel and proprietary software
Ability to work well in a fast-paced, high-pressure environment
Ability to work independently and within a team environment on a variety of projects, receive instructions from a number of people, and meet project deadlines
Quick learner and demonstrated problem solver

166

Senior Portfolio Analyst Resume Examples & Samples

Supporting internal advisors with business development, new client opportunities and client meetings
Preparing materials for client and prospect meetings
Updating CRM (Client Relationship Management) database with all client communications
Providing world class customer service to all CPAs, financial advisors and clients

167

Credit & Portfolio Analyst Resume Examples & Samples

Display solid leadership skills and a thorough understanding of all the products utilized within the FIRM
Act as subject matter expert and assist with workflow management of the Limit Monitoring Analysts covering the Global Banks Portfolio
Proactively oversee the monitoring of exposures for the Banks Industry; ensure exposures are properly reported and exceptions resolved
Train, coach and develop staff

168

Credit & Portfolio Analyst Resume Examples & Samples

Partner with risk officers related to all aspects of their responsibilities: Annual Credit Reviews, Portfolio Reviews, and Exposure Analysis
Responsible for completion month existing counterparty Minimal Analysis Standards or Full Credit Material Change Annual or Interim credit reviews
Gather required information in order to assist and/or complete the credit review by utilizing credit systems and public data tools (e.g. Bloomberg, Moodys, S&P, Web)
Participate in the incoming requests of account approvals, including investigation of linking accounts to appropriate counterparties and partner with Credit Officer to advise if approved
Assist Credit Officers as requested on various operational tasks such as Approval and Risk Rating workflows

169

Portfolio Analyst Resume Examples & Samples

Responsible for running and reporting up through Operations leadership the condition of resources to support the Operations portfolio
Ensuring integrity and accuracy of the data quality for projects approved in Instantis
Provide support in the management of the Cost Improvement Project Portfolio, partnering with finance and business functions to align/develop savings calculations and ensure alignment of actuals and forecasts
Support business planning cycle by ensuring alignment to new targets and supporting FW portfolio adhere to BP targets in Instantis, and ensure accuracy in Global reporting
Support Business Improvement Programs or elements thereof
Facilitate Process Excellence (PE) activities and other Continuous Improvement projects and initiatives
Support FW Operations in Kaizen and 5S initiatives
Responsible for scheduling and reporting outputs from Fort Washington GEMBA Program
Ensure PE Projects are maintained accurately and in a timely fashion within Instantis
Collect and report out metrics of PE activities at an understandable and actionable level
A minimum of a Bachelor's degree is required. A concentration in Science, Business, Mathematics/Statistics, or Industrial Engineering is preferred
A minimum of 4 years of related industry experience is required
A minimum of 3 years’ experience working directly in pharmaceutical manufacturing operations is preferred
Knowledge of cGMPs is required
Experience with Business Improvement/Process Excellence Methodologies (Lean, Six Sig Sigma,) is preferred
Experience in Project Portfolio Management applications such as Instantis is preferred
Business metrics and data analysis, experience with data analytics tools such as Microsoft Excel and Tableau is preferred
Possesses strong analytical skills with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy is required
Experience in Microsoft Project, Word, Excel, and Power Point is required
This position is based in Fort Washington, PA and may require minimal travel to local sites.Process Engineering

170

Credit & Portfolio Analyst Resume Examples & Samples

The portfolio analyst will support the risk managers with the day to day responsibility for a diverse portfolio of Financial Institution clients
Proactively monitor exposures; undertake analysis/ investigation where required to ensure exposures are properly reported and exceptions resolved. This may include interacting with Sales and Trading as well as Credit Risk to understand the transaction
Coordinate with other departments and various levels of management regarding risk reporting issues, including investigating data issues, and resolving reporting errors
Serve as subject matter expert regarding risk reporting; develop and implement solutions as warranted
Develop an ability to resolve internal and external audit issues and to interpret information requests from Regulators
0-1 years financial services experience recommended

171

Credit & Portfolio Analyst Resume Examples & Samples

Partner with risk officers related to all aspects of their responsibilities: Annual Credit Reviews, Portfolio Reviews, Exposure Analysis and Account Approvals
Participate in the high volume incoming requests of account approvals, including investigation of linking accounts to appropriate counterparties and partner with Credit Officer to advise if approved
Responsible for completion of ~ 4+ per month existing counterparty Minimal Analysis Standards or Full Credit Material Change Annual or Interim credit reviews. Reviews include IA as Agent and Pension Plan Funds

172

Portfolio Analyst Resume Examples & Samples

Owning development and delivery of MI that provides insight to our clients and internal stakeholders and drives out opportunities to improve liquidation
Supporting operations to deliver great service to our clients
Supporting the management team to ensure effective forecasting, management and communication of the business financial performance
Interpersonal and relationship building skills, with confidence and ability to influence others
Experience in a Collections or Recoveries environment preferable
Exceptional numeracy and demonstrable attention to detail
Experience with database environments and data set manipulation particularly in SQL / SAS and Excel
Problem solving and analytic skills with a high degree of analytical rigour

173

Portfolio Analyst Resume Examples & Samples

Responsible for generating management reports which are complete, accurate and timely
Works closely with other members of the Portfolio Analytics Group to successfully manage fluctuating workflows and project assignments
Assists in active monitoring of select industry segments and identifying trends that could potentially create risk for the bank
Works in conjunction with numerous internal product partners and systems
3-5 years of experience in data management and/or project management activities
Corporate banking experience with exposure to corporate banking credits
Knowledge of financial analysis concepts and methodologies
Background in finance or data science with the ability to apply knowledge in these areas to understanding the overall business environment
Familiar with financial reporting and ad hoc reporting creation
Thorough knowledge of computer applications, software, system design and analysis
Expert ability to identify issues and interpret data
Strong interpersonal skills and the ability to interact effectively with all levels of management
Strong Microsoft Excel skills with working knowledge of Microsoft SQL Server, Access, or other relational database tools
Able to manage multiple data requests concurrently
Able to meet multiple deadlines in a high-stress environment
Skilled at interpreting complex financial data into actionable information for business line management
Understanding of relational databases and query efficiency

174

Portfolio Analyst Resume Examples & Samples

Responsible for gathering and analyzing large datasets for periodic client reporting needs, gathering data on current market condition for client reporting and supporting Sr. Investment Professionals
Provide analytical, quantitative and technical support for the reporting needs of the high yield clients and Columbia High Yield mutual funds
Strong MS Excel skills and ability to navigate MS Access are mandatory
Strong knowledge of securities desired. CFA designation or progress desired

175

Portfolio Analyst Resume Examples & Samples

At least 2 years of experience in credit risk analytics. Knowledge of wholesale portfolios preferred
Strong analytical, quantitative and computational skills (SAS or SQL knowledge is a plus)
Working product knowledge on Treasury is a plus
Keen interest and awareness of macro-economic developments and emerging risk factors
Able to work under pressure and tight timeline

176

Portfolio Analyst Resume Examples & Samples

Interact closely with portfolio managers and traders to ensure timely and accurate execution of investment strategies across client portfolios
Determine effective implementation of ideas across portfolio mandates with different constraints
Rebalance portfolios in response to cash flows, benchmark changes, market price movements, and changes in client guidelines
Monitor positions relative to client guidelines and verify transactions are consistent with guidelines
Interact with many areas of the firm to improve processes and minimize operational risks
Help monitor risk and performance across client portfolios
Analyze risk exposures and key market sensitivities of positions in portfolios
Ability to work well under pressure and prioritize tasks
Strong interpersonal and communication skills needed to interact effectively with various investment professionals and other business professionals around the firm
Ability to think creatively and flexibly to initiate projects that lead to improved implementation of strategies and trades
A basic understanding of and a strong interest in fixed income investing; prior experience on a portfolio management team is preferred
Strong academic credentials; a Bachelor's degree required

177

Senior Portfolio Analyst Resume Examples & Samples

Strong knowledge of leveraged finance and media & telecom sectors and markets
Fluent with Microsoft Word, Excel, and Powerpoint; and
Knowledge of Project Finance and Infrastructure Finance sectors
Solid financial, credit analytical and portfolio management skills
Strong interpersonal and written and verbal communication skills
Strong problem solving and organizational skills, ability to prioritize and multitask
Team player. Will be working closely with senior Front Office and Risk managers
Comfortable working with legal documentation
General knowledge of cash flow modeling and analysis and valuation skills developed in a financial services environment
Minimum 8-10 years banking/finance experience, preferably in leveraged finance, media & telecom finance and/or other structured finance environment
Formal credit training program

178

IT Senior Portfolio Analyst Resume Examples & Samples

Provides direction to the Portfolio Analysts for all day-to-day tasks
Provides training to new analysts and reviews assessments for completeness and accuracy
Processes more complex requests in alignment with company strategic goals and targets
Analyzes and reports IT budget data on an accurate and timely basis
Prepares executive level reports to review portfolio prioritizations and funding statuses of all initiatives
Facilitates portfolio review process by partnering with internal team members and business managers to assess all project requests and define network, infrastructure and labor costs to support leadership prioritization and approval of initiatives
Reports and communicates on all approved projects to the Project Management Team
Provides support to the business managers, internal teams, and corporate during the annual planning process
Works with IT leadership on detailed budget requests and issues, reviews all project change controls to assess the impact on project portfolio, and generates budget and portfolio reports
Tracks and reports on unapproved and unfunded projects
Supports Portfolio Management Director on specific portfolio and operational improvement needs
Supports all department functions related to IT Portfolio Management
Minimum of 4-6 years of experience in related field
Experience in Portfolio Level Management and Project & Program Management
Advanced expertise in Microsoft Excel, PowerPoint and Visio

179

Portfolio Analyst Resume Examples & Samples

Manages a portfolio of accounts based on experience and skill set. Challenging assignments can be expected as incumbents gain experience in the role
Reconciles all required backup (Agings, Payables Agings, Inventory, marketable security statements, etc) for the Borrowing Base Report within expected timeframe
Completes concentration analysis for each client
Performs the email notification process upon completion of the independent borrowing base calculation
Escalates any exceptions in backup/reporting received in comparison to the Handling Memo according to departmental procedures
Ensures complete and executed Handling Memorandums are appropriately maintained on all accounts
Participates in the discussions and documentation of procedures for certain functions within the department
Proactively follows-up with clients prior to the due date to insure the collateral package is received on time
Provides information, to the Field Exam staff
Works with the Team Manager to formulate Borrowing Base Certificate formats for client use. Regularly updates the customer templates and internal worksheets when any changes are made to the borrowing base structure or required customer reporting
Notifies the Team Manager or department manager of any unusual activities or trends noticed during their review
Participates in Portfolio analyst training sessions
Participates in testing and feedback activities relating to group projects
Participates in cross-training activities to ensure trained backup staff is available on every account assignment
Provides reporting data to management that is required in the preparation of metrics or regularly-prepared management reports
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180

Portfolio Analyst, Multi Asset Resume Examples & Samples

Merging, structuring, analyzing and automating large amounts of data from various sources
Writing and maintaining code that supports the investment research process
Researching predictable patterns in asset returns, risks, and trading costs
Participating in data architecture decision-making to support research analytics platform
Supports overall strategy development and implementation for portfolios
Bachelor’s degree in a technical field, such as applied mathematics, economics, finance, statistics, mechanical engineering or computer science
Strong programming, Excel and modeling skills, including 2+ years of experience, with the ability to apply Stata, R, SAS, or MATLAB technology to financial research
Experience with database software such as MS SQL Server and web programming such as Javasript
Quanitative mindset, ability to solve problems using logic and innovative approaches
Good listening skills - asks for clarification when appropriate
Integrity and Trust: Credible and confident with the ability to communicate with stakeholders
Execution: Ability to execute multiple tasks on time, under pressure, and with quality

181

Portfolio Analyst Resume Examples & Samples

Define, document, monitor and support project delivery processes
Train and coach project managers and other project team members in project delivery processes supported by HP PPM
Define configuration and reporting requirements, including prioritize, testing, and managing deployment of requirements for HP PPM and other enterprise standard project and portfolio management tools
Monitor and correct supporting data used in HP PPM
Undergraduate college degree or equivalent experience
Fundamental Project Management training covering the PMI Project Management Knowledge Areas
Drive for Results
Planning & Estimating
Monitoring & Controlling

182

Portfolio Analyst Resume Examples & Samples

Compile and manage a Global Portfolio of Product Concepts
Build strategic product plans that take into consideration traits, germplasm and other components that comprise an integrated solution and align these with actionable field trials
Collaborate with cross-functional stakeholders in commercial and technology organizations to validate business rules, formulate and complete end-to-end analysis that includes data gathering, ongoing modeling and presentations to develop the strategy
Conduct data analysis to understand resourcing needs and make business recommendations that increase product value and minimize risk
Collaborate with IT to develop strategic plans for managing product concept information
8+ years of related work experience in a similar role
Outstanding project management skills
Ability to solve complex problems with creative and effective solutions
Master’s Degree/MBA in a relevant discipline
Experience in Agronomy, Plant Breeding or related field
Proven experience leveraging data and analytics to influence business strategy
Demonstrated computational skills to turn data into information and model future scenarios
Experience with the Monsanto Commercial, Technology Development or Supply Chain organizations is highly desirable especially as it relates to products
Strong business aptitude, the ability to rapidly learn new problem domains, and become conversant in the domain with subject matter experts

183

Portfolio Analyst Resume Examples & Samples

Bachelor’s degree in Finance, Economics, Business Administration, Accounting or related subject
Proficiency in Microsoft Office Suite and Bloomberg; Moxy and APX experience a plus
MBA, CFA and/or industry experience preferred

184

Senior Portfolio Analyst Resume Examples & Samples

Accountable for defining the policies and process within the scope of the Framework (ie. PMLC, SDLC)
Oversee all of the activities of the PPM Management process (ie. Project Portfolio Management, etc.)
Ensures that all processes and procedures concurrently meet the Bank’s standards and requirements
Researches, monitors and communicates business and technology trends to PMO Heads, Director of Metrics and Analytics, and LOB contacts in order to update them on impacts to their LOB
Provides knowledgeable counsel to PMO Heads, Director Metrics & Analytics and LOB management to resolve conflict arising from PPM issues
Develops and maintains procedures and control systems that are used to ensure compliance
Accountable for driving the efficiency and effectiveness of the process
Produces and conveys Senior Management analytical information and performance metrics
Manages and provides coaching to PMs and PCOs as required
In conjunction with the PMO Head and Director, Metrics & Analytics, the Sr. PPM Analyst
Provides input into Performance Management Processes
Assists in the Designs of PM training plans, communication and culture strategy
Possesses fiscal financial plan responsibilities
Facilitate capacity planning for LOB
Facilitate review sessions with LOB and project management organization
Possesses a university degree and/or 6 to 8 years relevant work experience
Solid knowledge and expertise in the use of project management methodologies and analytical tools (e.g. Clarity, MS Excel and PowerPoint, SharePoint repositories, Systems Development Life Cycle (SDLC), Project Management Life Cycle (PMLC) if applicable)
Experience with Tibco Spotfire desired
Ability to navigate a matrixed organization effectively
Solid problem-solving and critical-thinking skills

185

Credit & Portfolio Analyst Resume Examples & Samples

Supporting end to end model development while closely interacting with regional and global teams
Responsible for completing all model documentation
Ensure all required approvals are in place
Complete testing requirements and system implementation
Ensure annual renewals and approvals are completed on time
Keep track and respond to all model management queries and emails
Complete responsibility for model management for credit risk including model performance and escalation process
Support credit risk seniors by being the primary point of contact for all model management related activities for the team
Experience with dynamics of unsecured products
6-8+ years’ experience in performing quantitative analysis, model documentation, segmentation analysis
Active role in performing some analytical components of an econometric modeling-driven stress loss process (data collection, data integrity QA/QC/reconcilements, pre-processing, segmentation, variable transformation, variable selection, econometric model estimation, sensitivity testing, back testing, out-of-time testing, model documentation, & model production implementation)
Exposure to project management of model development initiatives and prepare technical responses/presentations to internal model review functions and/or external regulators (e.g., FRB, OCC, FDIC) and internal audit functions
Able to communicate technical information verbally and in writing to both technical and non-technical audiences

186

Portfolio Analyst Resume Examples & Samples

Reallocation Management:Responsible for the day-to-day model portfolio management process. This includes building model portfolios, analyzing model analytics, supervising the model release process and resolving associated issues
Investment Research and Analysis:Works closely with the PAS-W investment team, and other investment staff to continuously refine and improve the quantitative investment methodology and associated policies, through investment analysis projects
Portfolio Oversight:Develop, monitor and communicate portfolio performance, risk, positioning, rebalance metrics etc. to ensure alignment with the Portfolio Managers investment thesis and process
Business Liaison:Work closely with portfolio services, data strategy & management, product development, and the distribution channels in monitoring re-allocations and enhancing existing processes
Systems Collaboration:Provide requirements to the SAI technology group as part of ongoing evolution of the PAS-W investment platform. Perform business acceptance testing of platform enhancements
Ad-hoc Support: Develop periodic and ad-hoc reports/analysis for portfolio management team
An ideal educational background would be a Finance MBA with significant experience using quantitative methods, or an engineering/computer science major with strong interest in finance and/or investment management
CFA designation or a progress towards one is desired
Three to five years of relevant work experience in an investment management/research role is expected. Five to seven years industry experience
Detailed understanding of quantitative portfolio construction techniques in a multi asset class context, portfolio theory and statistics
Stellar quantitative and programming skills, ability to perform quantitative analysis/research via R is required
Capable of performing advanced data analysis using SQL. Familiarity with data visualization tools is a plus e.g. Spotfire, Tableau
Experience working with investment data. Knowledge of mutual funds, portfolio analytics, and familiarity with tools such as Morningstar Direct, Factset and BarraOne will be preferable
Passion for financial markets and the investment management process

187

Portfolio Analyst for Digital Loans Resume Examples & Samples

Preparation and launching of new digital channels for loan-selling
Manage and track the performance of the channel
Channel growth and diversification
Sharp analytical skills
Enjoys process improvement
Good communication skills as will interact closely with other departments on a daily basis
Knowledge in Citi's back end loan system is a plus

188

AVP, Senior Portfolio Analyst Resume Examples & Samples

Maintain and enhance SMBC Americas Credit Risk Database, including updating Tokyo (Head Office's) system renewal and directly utilizing said data
Enhancement of Data Governance pertaining to MIS; including documentation (e.g. business requirements/data attribution requirements) and align reporting/data making procedures
Enhancement of credit port analysis by utilizing information provided by GBR
Conducting and supporting portfolio analysis for the creation of local internal rules utilizing requisite data (both regulatory requirements and internal initiatives)
Proficiency in MS Excel and Access with SQL skills, and the ability to work with large amounts of data across multiple sources
Although not required, Japanese language skills are strongly preferred; ability to communicate with Tokyo Head office IT directly, and read Head Office IT related documents written in Japanese
5+ years of directly relevant experience
Data Management experience
Experience on projects involving business intelligence, data integration, data warehousing, data cleansing and data conversion processes, techniques and/or tools
Experience with source system data analysis and solid understanding of various data and file structures
Proficiency with Microsoft Office Suite (Word, Excel , Access , Power point), SQL, and VBA required
Experience establishing and running various data management related forums, such as working groups strongly preferred
Credit Risk experience strongly preferred
Data analysis, understanding of concepts and significant experience working with relational databases, SQL, and BI tools
Business analysis and project management. Ability to produce clear, well-articulated documentation is essential
Knowledge and experience with traditional credit products, their processing and related master data is required
Ability to perform critical thinking; ability to understand the problem, come up with the solution/options, amd subsequently document and present the analysis to various audiences
Strong analytical skills and ability/willingness to learn quickly
Applicants must be motivated and detail oriented with a strong customer service and delivery focus
Good interpersonal skills needed for working in a team environment across departments
Understanding of data management principles and practices
Understanding of data modeling concepts and techniques strongly preferred

189

Itsm Portfolio Analyst Resume Examples & Samples

Project Management Professional (PMP) certified preferred
IT Infrastructure Library (ITIL) 2011 (V3) Foundation certified preferred
Demonstrated ability to manage multiple small teams, which includes ability to conduct employee performance evaluations
Must have in-depth understanding of ITIL processes and the necessary tasks to develop, document and implement within large IT environments
Proficient in the Microsoft Office suite of products (Word, Excel, PowerPoint, and Outlook)
Experience and understanding of DoD/DON IT Acquisition Program Management disciplines (experience in an ACAT program) a plus
Experience and understanding of IT Service Management (ITSM) implementation projects based upon ITIL best practices a plus
Knowledge of DoD Direct Collaboration Service (DCS) or WebEx teleconference equipment and use Web-hosted sharing products (i.e. SharePoint) a plus
Requires technical writing capability at the expert level. Includes the ability to demonstrate proper technical writing skills (i.e. use of proper grammar, sentence structure, sentence syntax, and verb tense)
Ability to coordinate or support multiple tasks during meetings (i.e. run computer, take notes, capture action items etc.)
Experience with quality control oversight of product development and delivery a plus
The ability to demonstrate confidence in performing in a fast paced, ever changing working environment is a plus
A working knowledge of Microsoft Visio and Microsoft Project is a plus
Must have, or be able to obtain and maintain, a DoD Secret Clearance

190

Portfolio Analyst Resume Examples & Samples

Portfolio Valuation
Prioritization
Financial Modeling
Strong Work Ethic – Willing to work hard to see projects through & push for results
Economic Thinking – Ability to balance market & financial analysis to “quantify the qualitative” for comparison and prioritization alongside other products/projects
Initiative – Being able to take the kernel of an idea or analysis and run with it
Analytical Perspective – Ability to “sense check” and fully understand analytical output; not just run a report or follow a set of instructions & hand over the output without asking if the answers make sense
Analytical Courage – Being willing to move forward by making & documenting logical assumptions with less than perfect information, and being willing to have those assumptions respectfully challenged
Organizational Agility – Being energetic & outgoing and building relationships with key resources
Humility – Not being afraid to say “I don’t know” or reach out for help when a sticking point is reached; and not being above the occasional data slog to find good information, when necessary
Open to Challenge – The challenge process is a critical aspect of work at Guardian, it ensures best knowledge is integrated into analysis & decisions, and improves output in a meaningful way. Being open to and accepting of challenge is critical to success in this role
Positive Disposition – Not taking oneself too seriously; having a jovial attitude with teammates; expecting to work hard and have fun doing it
Enthusiasm – Excited about new learning opportunities & willing to try stretch assignments (understanding there will be plenty of guidance, support, and thought-partnership from management & teammates)
Bachelor’s degree in Finance or Business (others considered with the right skills)
A minimum of three years’ business experience, preferably in a finance or product/marketing support role
Financial acumen – know the P&L and how to allocate costs & calculate returns
Strong analytical skills – can pull what’s important out of studies, reports, & data
Effective ability to organize – meetings, data, analysis, projects, etc
Advanced Excel: ability to turn data into useful information for comparison & prioritization
Cross-functional thinking: Integrating many business disciplines to develop comprehensive analysis
Market analysis including; value chains, supply/demand, macro driver trends, competitive position
Financial intelligence:Economic/Financial modeling and analysis

191

Credit & Portfolio Analyst Resume Examples & Samples

Managing a group of analysts within the GIRM space for one of the industry teams (hiring, training, performance management, evaluation and monitoring)
Building strong relationships with counterparts in GIRM units across regions
Demonstrate sound judgement on appropriateness
Graduate (with 4 -6 years of experience in related discipline) or MBA/CA/US CFA with 3-4 years’ of Risk/ Research related experience
Four to six years of banking or analytical experience with credit rating agencies, preferably with focus on corporate clients

192

Portfolio Analyst Resume Examples & Samples

Perform, assist or supervise a variety of portfolio operations tasks including
Provide administrative coordination between portfolio management, trading, operations, fund accounting, fund custodian and other areas
Capture, maintain and/or input data to facilitate the portfolio management and trading function. Perform analytics pertaining to ProShares, competitors and benchmarks. Data and analyses will revolve around fund and index performance, transaction costs, and asset flows. Perform other investment performance analysis as needed
Conduct limited research projects
Monitor, report, and assist in implementing index changes and corporate actions
Monitor and report on the proxy-voting process
Assist is resolving clearance and settlement issues
Communicate and effect trading decisions made by the portfolio manager with broker-dealers either telephonically or electronically or through a variety of electronic trading platforms
Obtain familiarity with the portfolio management and trading systems and strategies utilized by the Team
Requires extreme attention to detail
Requires strong quantitative and analytical skills
Understanding of financial derivatives including futures, options, and swaps are a plus
1 These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

193

Portfolio Analyst Resume Examples & Samples

Bachelors Degree or other advanced degree
Excellent financial forecasting, trending and modeling skills, with previous Amex experience desired
Strong communicator with ability to keep stakeholders aware of progress against key financial goals
Ability to lead annual budgeting process working with multiple stakeholders, including senior leadership

194

Portfolio Analyst Resume Examples & Samples

Requires Global financial acumen in terms of supporting the organizational financial operating principles and working with organizational financial reporting
Possess prior AMEX IT and finance work experience, with a broad range of exposure to various technical environments and business segments
Knowledge of AMEX financial and portfolio management business accumen is critical
Ability to drive and partner on Investment Effectiveness, business prioritization, financial mgmt and reporting tools and processes required
Experience in AMEX LOB (OPEX, ACU, SQP, TI/MLRB) and Global technology cost center (invoices, OPCs, VIVAR, GL, headcount) monthly forecast analysis and reconciliation needed including net position, reclasses, budget mgmt (TM1) and Ariba
Project Management tools (PMT/Clarity/SDLC reporting) and processes (Waterfall, Agile) required
Strong written, oral, and graphic communication skills also required
Previous AMEX PMO or finance experience preferred
Proficient in MS Office Suite tools with proven Excel expertise (including pivots, charting and formulas) to drive ongoing department reporting requirements and develop "ad hoc" reporting, as needed
Excellent in communication (oral, written, graphic), coaching/mentoring, motivating, and teamwork – strong relationship/interpersonal/networking skills - must be able to work with virtual team members (including US, European and Munich based) successfully and stay connected with flexible working hours
Excellent thought leadership skills with the ability to prioritize and organize work; Proactive self-starter with a high level of personal initiative and positive attitude. Bachelor Degree in Finance, Business Administration or Project Management with at least 5 years AMEX financial management and PMO experience preferred

195

Portfolio Analyst Resume Examples & Samples

Bachelor's Degree or equivalent experience in an Operational environment
Strong communication and collaboration skills
Good understanding of Infrastructure Reference Architecture and proficiency in Data Analysis
6+ years demonstrated experience of one or more of the following areas
Strong Excel proficiency (Pivot Tables, Data analysis, Macros, VBScript is a plus) is essential
Understanding of Mid-Range tech stacks preferred
Understanding of AET Infrastructure policies, standards and systems (AIM/Central, ServiceNow, End of Life, Low Utilization, server decomm) preferred
Familiarity with Cloud computing tech stack preferred
Working knowledge of Clarity (Project Financials) preferred

196

Junior Portfolio Analyst Resume Examples & Samples

Assist PMs who are accountable for ongoing monitoring and due diligence for credit relationships within their assigned portfolios, and addressing all related customer issues
Helps the PM develop customer awareness of economic, market, regulatory and banking industry trends with respect to credit in order to set credit quality expectations with the customer
Stay current on industry trends that create risk for the bank or for the customer
Works closely with PMs and RMs in successfully managing their jointly assigned customer relationships
Conducts pricing analysis for credit risk incurred in order to help meet bank’s profitability and return objectives
Working closely with PMs and RMs, participates in growing net revenue year over year
Participates, in conjunction with the assigned PMs and RMs, in an effective calling effort for existing credit customers and prospects, as needed and appropriate
Support PMs to ensure that all internal risk ratings are accurate and kept timely (i.e., identifies key business issues, performs financial analysis including forecasting, establishing loan covenants and collateral analysis); maintains acceptable credit quality and loan profitability standards
Responsible for assisting with the producing of credit display packages that are well written, complete, thorough and adhere to business line and U.S. Bancorp standards
Ensure that PMs identify and adhere to U.S. Bancorp policies and procedures and conform to regulatory requirements. Keeps current on banking laws and regulations, economic and financial trends
Responsible for keeping current on U.S. Bancorp general commercial lending policies and Securities Industry specific policies, products, and services
Keeps informed through independent sources, seminars and classes to further enhance knowledge of various aspects of credit underwriting, portfolio management, credit product knowledge and commercial lending
Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer’s normal account activity, as appropriate for this position
Bachelor's degree (Finance, Business, or Economics preferred)
Three to five years of credit and/or sales experience in the financial services industry
Candidate should be a self-starter and possess strong analytical and problem solving skills
Thorough understanding of credit and collateral requirements
Ability to work effectively with individuals and groups across the company to assist with the management of customer relationships
Working knowledge of Microsoft Word, Excel and Powerpoint is required
Ideal candidate will have some general understanding of the Securities Industry and Investment Management Industries, including, but not limited to, the types of companies that operate in these industry segments, funding sources, regulatory environment, and knowledge of market and credit risks

197

Portfolio Analyst Resume Examples & Samples

Effective people and project management skills
Risk principals
1 Processes – Process tends to follow ~75% general paths with common scenarios
2 Processes are significantly different across geographies/products and customer segments (>75% of business knowledge is required and difficult to obtain through training
2 Frequently deals with Business Stakeholders (e.g. daily or every second day) and contact is face-to-face
3 Ad hoc request sometimes occur but tend to have a non-urgent turnaround timeframe (within the same day)
Proven technical ability, behavioural techniques also evident. (80/20)
Strong analytic and statistical skills, experience in business use of statistics a pre-requisite. Good working knowledge of SAS, SPSS, PowerPoint
Strategy Manager and advanced knowledge of Excel, Word, and data warehouse systems
Understanding of P&L with the ability to think analytically
Confident in communication skills, both written and verbal, with strong capabilities to articulate complex analytical information

198

Credit & Portfolio Analyst Resume Examples & Samples

Demonstrate integrity, good judgment, and know when to seek guidance as needed
Able to develop and maintain effective relationships with colleagues within FIRM, within other areas of Risk Management and other Support Functions
Demonstrate good time management skills, the ability to multi-task and prioritize effectively in order to satisfy the needs of internal management
Proficient computer skills. Proficiency with MS Excel and MS PowerPoint is a must
Good communication skills, both oral and written
Between 1 – 4 years of credit experience
Minimum: Bachelor’s degree required
Self-motivated – able to set and adhere to own priorities/timeframes
Broad knowledge of Citigroup products, or working towards a broad knowledge, dependent upon level/experience
Ability to make and justify decisions to others

199

Credit & Portfolio Analyst Resume Examples & Samples

Manage and maintain the Agency Securities Lending database of counterparty metrics account detail. The candidate will also be responsible for liaising with Agent Banks to obtain financial statements, monthly performance and disclosure reports, and other data as required
Maintain data integrity in the Agency Securities Lending database; notify credit officers on any unusual movement in performance missing data
Monitor legal agreement credit terms, ensure all credit systems updated correctly, identify & escalate breaches, oversee resolution with analysts and Legal

200

Portfolio Analyst Resume Examples & Samples

Bachelor’s degree in Computer Science/Information Technology, Business or related field
Some formal project management experience
Ability to communicate effectively across multiple levels of the organization including managing through cross-business area or business unit prioritization discussions
Experience in implementing and maintaining accurate key performance measures relating to PMO and project management best practices
Must be proficient in Microsoft Project and Office (Word, Excel, PowerPoint) and possess solid computer skills
Experience in MS Project Online highly desirable
Team Player – demonstrates ability to work as part of a team of professional and willingness to give assistance to co-workers to achieve departmental goals
Ability to adapt to changing priorities and requirements, including the ability to multi-task and juggle many competing priorities and deadlines
Ability to cultivate and sustain strong and collaborative working relationships

201

Portfolio Analyst Resume Examples & Samples

Computers. Programs and Design – Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in personnel software/database and the ability to create and maintain simple spreadsheets
Human Resources – Basic knowledge of principles and procedures for personnel recruitment, selection, training, employment law, and personnel information systems
Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Active Learning — Understanding the implications of new information for both current and future problem-solving and decision-making
Time Management – Managing one’s own time and priorities to ensure the meeting of deadlines
Oral and Written Expression – The ability to communicate information and ideas in spoken or written form so that others will understand

202

Senior Portfolio Analyst Resume Examples & Samples

Knowledge of basic lending practices
Sound understanding of credit scoring, capital models and portfolio management techniques
Above average computer skills including: statistical software (e.g. SAS, S-Plus), Microsoft applications
Strong analytical, numerical, research and problem solving skills
Well-developed stakeholder management skills

203

Credit & Portfolio Analyst Resume Examples & Samples

Estimation of Loan Loss Reserves for Delinquency Managed/Classifiably Managed portfolios
Perform variance analysis in reserves and prepare deck/review materials
Respond to various stakeholders on LLR details (reporting by region, product program and Legal entity)
Participate in the CoC planning exercise. Perform analytics to support assumptions
Support the monthly Basel process, oversee Data quality review and perform analysis to explain variance in Basel Parameters for DM portfolios
Perform analytics to identify opportunity to optimize Credit RWA
Prepare and analyse ad hoc requests by Senior Management, internal and external auditors/regulators
Support the bi-annual CCAR process (14A). This will require working with the team in New York to perform a host of exercise
The candidate should have 3-5 years of experience
The candidate should be conversant with Basel III rules for Classifiably Managed and retail/Delinquency managed portfolios
The candidate should be experienced with CCAR 14A stress loss estimation process and the governance around it
Advanced user of Microsoft Excel including macros, Access, PowerPoint, Sharepoint, Business Objects and Adobe Standard. Experience with Visual Basic and SAS is a plus
Timing - 1.00 pm - 10.00 pm

204

Portfolio Analyst Resume Examples & Samples

Assist in financial analysis and management of current real estate portfolio
Perform quality review of lease data to ensure accuracy. Escalate data exceptions to manager for further review/resolution
Review and analyze all major recurring initiatives (i.e. budgets, monthly, quarterly and annual reporting)
Conduct periodic reviews of client reports
Design and implement changes to current processes to streamline workloads and improve productivity
Perform standard processes established for client and participate in providing recommendations for continuing improvement and streamlining of procedures
Manage special projects as assigned

205

Commerical Portfolio Analyst Resume Examples & Samples

Bachelor’s Degree in Finance or related field or an equivalent combination of education and commercial credit analysis experience
Completion of formal Commercial Banking Training program or one year of experience in commercial underwriting
Proficiency with SunTrust bank operating systems inclusive of COMPASS and other Commercial applications (i.e. MRA, salesforce.com, CLO, CMT)

206

IT Portfolio Analyst Resume Examples & Samples

Knowledgeable in IT architecture
Experience in conducting Capability Gap Analyses; Capability Area Deep Dives; Issue identification, analysis and adjudication; Redundancy identification; Offset identification; and capability performance assessments
Support Agency Information Technology (IT) business cases and portfolio by providing high quality, timely consulting services demonstrating the value of investments and support decision making
Experience with portfolio management practices and systems development life cycle practices and agency reporting processes and tools
Support IT Capital Planning and Business Case and Analysis of Alternatives development
Assist in developing, maintaining, and implementing a common, integrated, and scalable approach to IT planning and governance
Ability translate external and internal planning guidance into discretely defined IT investments
Provide analysis, training and advice to develop informed business cases
Develop and conduct Agency and one-on-one training
Support governance boards, steering committees, investment review boards, or executive councils
Provide support in developing programmatic cost estimates; identifying and analyzing resource options and alternatives; and identifying potential tradeoffs to support Enterprise/Staff Office and/or Agency management and decision making
Provide technical, administrative and logistical support for planning, conducting and reporting meetings, conferences and working group activities
Perform budgetary Analysis (e.g., Return on Investments)
Provide disciplined and mature project management controls for, but not limited to, requirements for technical planning, requirements management, configuration management, technical assessment, decision analysis, technical data management, interface management, risk management, and the certification and accreditation of all solutions
Evaluate and assess investment performance, and the effectiveness and viability of mature capabilities in supporting mission requirements
BA/BS required; advanced degree highly desirable
PMP and ITIL V3 Certifications preferred
Must be proficient in Microsoft office, especially Microsoft Project, PowerPoint, Visio and Excel
Good communication skills in English (verbal, written, and computer)
Extensive Knowledge of OMB 300, OMB Circulars, FITARA

207

IT Portfolio Analyst Resume Examples & Samples

3 years of experience with providing portfolio management support to DoD, IC, and federal organizations
Experience with facilitating and coordinating working group-level and IPT meetings
Knowledge of Navy CIO functions
Ability to interface with senior level government and military staff

208

Manager, Portfolio Analyst Resume Examples & Samples

Assist in the global IPOM Financial Operations including the forecast and management of the resources and costs associated with various projects
Generate financial analysis and monitor progress on Global R&D Portfolio performance and provide comments and recommendations based on portfolio events to Senior Management
Ensure Project Leaders/Project Teams have regular updates on Plan, Resource and Cost aspects
Work with the various disciplines within IPOM to improve the quality and standards of reported data throughout R&D
Perform project valuations using the Corporate valuation model
Work with the Finance, Strategy. and Global R&D functional teams to support the global planning and prioritization exercises (budget, LRP processes, portfolio review..)
Generate analysis and monitor R&D operational progress and performance
Work with the various disciplines within IPOM to improve the quality and standards of reported data throughout the PRC data sources
Contribute to the design of a multi-year Global R&D long range plan, including key deliverables, resourcing situation and the investments required to drive the portfolio
Analyze and report the Quarterly Global R&D baseline plan including variances and impact assessment
Perform drug development program summary including plan, resource, cost and risk analysis, in preparation of the Working Groups meetings
MBA in Finance or Accounting
Minimum 6 years’ experience in Portfolio Management / Finance-related positions of increasing responsibility
Operational / Finance experience in Pharmaceutical Industry
Ability to work transversally and in a matrix
Ability to understand Portfolio Plans and challenge project based operational plans and resource and cost planning levels
Ability to model P&L on a 3/5 years’ time period
Business oriented & strategic
Good communication & people skills
Assertiveness & leadership

209

Portfolio Analyst Resume Examples & Samples

Analyze trends in the business and produce detailed reports for senior management highlighting key opportunities for growth across the portfolio
Coordinate and delegate meetings with Senior Division Managers and the National Group Head of NCB-DFI discussing market penetration, growth opportunities, and new sales strategies in order to more efficiently and effectively drive business at a national level
Manages the National Corporate Banking Credit Client and Prospect pipeline reports and gives weekly updates on notable wins throughout the portfolio
Assesses year over year progress with the group’s most profitable Fortune 1000 clients and top prospects, discussing this progress with relationship bankers and division managers throughout the country
Prepare business line update presentations on a quarterly basis that are presented to the 130 employees of the business line, and shared with the Vice Chairs of Wholesale Banking
Bachelor's degree; Preferably in Business related field
Demonstrated ability to handle multiple priorities
Solid skills in MS Excel and Powerpoint

210

Portfolio Analyst Resume Examples & Samples

Analyze and influence the composition of a portfolio of investments to proactively minimize DLL’s risk
Identifies, gathers and assesses information in order to conduct a robust portfolio review
Utilizes strong written and verbal communication skill to communicate appropriate portfolio analysis concepts for the purpose of influencing portfolio review decisions
Applies a strong knowledge of finance and risk management, an understanding of a customers’ business, and an understanding of debt recovery to improve DLL’s profitability
Prepares for monthly portfolio executive summary
Manages reporting and analysis process for Operations
Completes delinquency trend and loan loss analysis
Actively seeks information regarding customers’ businesses, including organizational structures, finances and industries
Manages audit process of local office credit application process and credit decisions
Provide reporting for local office for various regulator and risk management initiatives

211

Senior Portfolio Analyst Resume Examples & Samples

Stratify auto finance and mortgage data and maintain data files. Understand and communicate underlying themes and trends needed for decision making and risk analysis
Organize, maintain and analyze large data pools of auto loan and consumer loan data for insight into portfolio trends using the Collateral Analysis System (CAS) tool, Excel, Access and/or Tableau
Research economic and consumer credit industry trends. Synthesize data and create credit-specific content, tables, charts, and presentations of the analysis for working groups and exiting committees and forums. Communicate key findings of analysis effectively to management and key business leader in the auto finance and residential mortgage businesses
Create or contribute to management presentations and research/analyze data from consumer loan reporting systems. Organize and prepare materials related to Credit Administration activities including ALLL, credit concentration limits, and proposed Consumer Credit policy and procedures changes
Respond to requests and inquiries from cross-functional business leaders in auto finance and residential mortgage and Credit Administration. Provide credit insight and trend analysis to the business on a regular basis to enhance decision making
Develop a suite of credit report a standard for credit reporting within auto finance and mortgage, develop templates and conduct ad hoc analysis as needed to support business demand. Implement changes to policies and procedure in response to changes in regulations and business risks identified
Bachelor’s degree in Business, Economics or other field with statistics or math coursework or equivalent experience
Minimum 5 years of experience in a financial institution in a credit-related role (preferably auto, mortgage, or securitization of consumer assets)
Proficiency in Excel, and/or Tableau and PowerPoint
Ability to organize and manipulate large amounts of data
Understanding of auto finance and mortgage lending

212

ETF Portfolio Analyst Resume Examples & Samples

Acting as a point of contact for external market participants, including
Bachelor’s degree in Business, Accounting, Finance or similar discipline
MBA degree, CFA designation, or meaningful progress toward either is preferred
At least one year of experience working with fixed income ETF’s or individual bonds in a portfolio management, trading or operations capacity
Strong technical knowledge of the ETF creation/redemption process
Working knowledge of Guggenheim’s ETF product line and competitive landscape
Proficiency with Blackrock’s Aladdin system is preferred
Advanced MS Office skills, including Excel and Access
VBA, Python or Perl programming experience is a plus
Demonstrated results surrounding business process improvements and enhancements
Ability to work independently as well as collaboratively in a larger team environment

213

Portfolio Analyst Resume Examples & Samples

Must possess strong interpersonal skills
Active Learning — Willingness to act on recommendations from senior team members, and understanding the implications of new information for future decision-making
Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate and not interrupting at inappropriate times
Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services; including customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Computer Programs and Design – Adept in Microsoft Outlook and Microsoft Office Suite including the ability to enter, edit and report data in personnel software/database and the ability to create and maintain simple spreadsheets

214

Credit & Portfolio Analyst Resume Examples & Samples

Industry Expert and Advisor, Credit Officer, some management responsibility
Analyze and approve counterparty credit limits for trading, transactional and financing businesses with funds
European languages useful

215

Senior Portfolio Analyst, Gpar-wholesale Resume Examples & Samples

Preferably 5 years experience in programming statistical code (primarily in SAS or SPSS)
Strong knowledge of Teradata or Oracle databases is preferred
Experience managing and working with large databases and performing complex data operations
Working product knowledge on Treasury
Strong analytical, quantitative and computational skills
Effective oral and written communication skills; experience in preparing management reports
5-8 years work experience in the financial industry with direct experience in credit risk management preferred and knowledge of non-retail portfolios a plus

216

Credit & Portfolio Analyst Resume Examples & Samples

Exercise sound credit judgement to either approve under delegated credit authority or to recommend approval to more senior risk approvers. The successful candidate will have a relevant basic understanding of the specific insurance industry/ BDC credit analysis, including experience analysing statutory and GAAP financial statements
Analyze transactions and assist banking transactors structure to contain risk within acceptable parameters where appropriate. The successful candidate will expected to become further accuostoumed tolearn a full range of lending, structured/acquisition finance and capital markets transactions, including knowledge of related documentation
Produce analysis ensuring that aggregate exposure to customers remains appropriate to their credit standing (including periodic and event driven reviews)
Monitor portfolio metrics for sub-sectors within the NA Insurance portfolio to provide periodic sector outlooks, stress testing and customer force ranking analytics
Develop and maintain relationships with the Relationship Managers, CTS, Traders, Sales and Account Officers who are originating business and credit exposure to this customer base
Additionally over time the candidate will also be expected to provide oversight to the credit work produced by a team of analysts in the Mumbai supporting NAM Insurance working on the candidates group of clients

217

Senior Portfolio Analyst Resume Examples & Samples

Develops, implements and oversees process for project gating across the DSS team
Involved in regular spot checks of project documentation to ensure content is being completed as expected
Conducts quality audits on project documentation to ensure the content meets the spirit of the EPMO requirements
May operate as a team lead and provide training and guidance to others on best practices, processes, and completion of business as usual activities
Supports program /portfolio risk, issue, action, and decision management

218

Portfolio Analyst Resume Examples & Samples

Must be a "team player" with the ability to work collaborative environment
3 + years work experience in relevant business or financial industry with experience working with an ETF originator/provider
Strong inter-personal skills that enable effective interaction, presentation and communication with various levels of the firm, line of business management, Merrill Lynch Financial Advisors and their clients
Prioritize and multi-task in fast paced environment while showing strong attention to detail and exhibiting technical skills including the ability to
Analyze investments for risk and return characteristics
Understand and utilize performance attribution measures
Understand and utilize modern portfolio measures as it relates to researching fund managers for inclusion in model portfolios
Must be able to articulate analytic findings to the rest of the portfolio management team and selectively to management, other internal stake holders F A’s and clients
Proficient in Microsoft Word, Excel, Power Point
Experience with FactSet, Bloomberg or Morningstar Direct is a plus but not required
Series 7 and 66 required or obtain within 120 days of hire

219

Portfolio Analyst Resume Examples & Samples

Designing and reviewing marketing presentations
Monthly and quarterly reporting for various investment strategies
Responding to client requests
Assist in the RFP process in order to better understand Lazard's strategies and positioning
Developing messaging for client communications
Creating and maintaining range of marketing collateral across a number of strategies
Commentary/attribution- Assist with monthly commentaries, run-ad hoc attribution requests from PMs/analysts
Trade rationales- Write up trade rationales and investment theses
Visual presentation capabilities, e.g. PowerPoint/graphics experience
Quantitative skills
Collaborative instincts are critical as this role will work with a broad range of individuals and groups within Lazard Asset Management
Bachelor’s Degree (minimum req)
2+ years professional experience; Prior experience in preparing marketing materials is a strong positive, but not required
Required software skills include Excel and PowerPoint
CFA/FRM/CAIA designations are a positive, but not required

220

Portfolio Analyst Resume Examples & Samples

Strong demonstrable knowledge of Microsoft Office Visual Basic for Applications and programming
Working knowledge of the bank’s systems and reporting infrastructure
Working knowledge of MAS regulatory reporting such as MAS610
Working knowledge of banking product is a plus
At least 3-5 years of working experience in data analytics-related departments

221

Junior Portfolio Analyst Resume Examples & Samples

Report performance attribution results on a recurring and ad hoc basis. Develop an understanding of the results and of the fixed income attribution and risk models used by the Performance Measurement and Risk group
Report portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, etc.) on a recurring and ad hoc basis. Develop a comprehensive understanding of the firm’s calculation methodologies and investment portfolios
Oversee and maintain the reporting and data flow around the firm’s fixed income portfolio analytics and attribution systems
Assess the importance of any given problem, gather the information surrounding the incident, and work with colleagues to ensure that the issue is resolved
Support the needs of the Performance Measurement & Risk Group, the Fixed Income Risk team, and attribution stakeholders across the firm
Support the design, testing, and implementation of new and existing tools to help monitor and explain portfolio performance and characteristics. Drawing from an understanding of processes and information flow, build thorough and scalable solutions
Build knowledge of the firm’s products and business lines
0-2 years of related investment-support experience is required
Candidate must demonstrate basic understanding of the equity/fixed income markets in general
The ability to think ahead, analyze data, interpret business needs, drive for innovation, and take action is a must
Previous experience in Portfolio Analytics, Performance Measurement, Operations, or data analysis is a plus
Must be a self-starter, able to effectively operate in a team-oriented environment, and able to efficiently manage time given multiple projects and priorities
Strong technology skills are a must. Successful candidates will be efficient problem solvers who are adept at using new systems
Knowledge of VBA, SQL, or R is a plus

222

Credit & Portfolio Analyst Resume Examples & Samples

Managing a group of analysts within the GIRM space for PECCM teams
Coordination and communication with GIRM industry units
Required - as mentioned above
Preferred - 4 to 5 years experience
Required - MBA/CA/US CFA
6-8 years of experience in analyzing corporate borrowers, or being involved in the delivery of structured solutions to customers
Financial modeling experience – excel spreadsheets

223

Credit & Portfolio Analyst Resume Examples & Samples

Interface with Internal & External Partners to design data driven analytic and reporting solutions primarily using SAS (reporting, dashboards, mobile, cubes, etc)
Pull, synthesize and manipulate large data sets using UNIX, SAS, SQL and reporting tools translating technical data into business terms
Understand, document, present, design, develop, deploy and support data cleansing, consolidation, validation and reporting processes. This includes but is not limited to understanding and documenting detailed technical design specifications, data analysis and supporting data environments such as SAS, Teradata, Oracle and Big Data
Identify and create efficient and innovative solutions for processing data and producing outputs consumed for analysis and reporting
Apply sound data management concepts, wide technical skills and understanding of business processes for building robust solutions that maximize business benefit
Perform ad-hoc analysis to provide customized comprehensive statistical and cross-functional analytical information to facilitate business decision-making
Monitor existing data extract and manipulation and reporting processes and an on-going basis look at introducing efficiencies
Lead/work cross-functional business solution project teams
Interact, communicate effectively and build strong working relationship on an ongoing basis with business and IT partners

224

Lead Portfolio Analyst Resume Examples & Samples

Understand portfolio liquidation performance trends through creation and communication of MI and Insight for internal TDX stakeholders, clients, and suppliers
Create and execute innovative strategies to enhance portfolio performance, in line with the TDX test & learn framework
Provide analytical insight and recommendations to the Agency Management and Client Relationship teams to optimize portfolio performance
Effectively integrate into the analysis team and proactively manage relationships with stakeholders across all business functions
Strong science / mathematics, engineering or numerical degree level qualification
Proficient in database environments and data set manipulation particularly in Excel, SQL or SAS
Experience of problem solving, MI creation and of delivering high quality analytical output to tight deadlines
Exceptional numeracy, analytical rigor and attention to detail
Experience of leading complex analytical projects resulting in business change
Exceptional interpersonal and relationship building skills
Experience of collections or recoveries environment
Client interaction in a B2B environment
Line management of data analysts

225

Senior IT Portfolio Analyst Resume Examples & Samples

Strong leadership, relationship management and negotiation capabilities including
An understanding of the mechanics, principles and intent of In Depth Portfolio Management Concepts (i.e., portfolio characteristics, time management, resource management, reporting, resource planning, analytics, prioritization, trade-offs, budgeting and scenario based planning)
Solid understanding of project management fundamentals and software development lifecycles
Proficiency with analysis/reporting tools
10+ years hands-on experience as a program manager or senior project manager
Experience defining, implementing and refining metrics (both lagging and leading KPIs)

226

CLO Portfolio Analyst Resume Examples & Samples

Reviewing fund documents (indenture/IMAs), model and maintaining fund specific portfolio compliance tests within SS&C proprietary compliance analytics model
Shadowing CLO trustees on Trustee monthly report recon and reviewing process on behalf of client
Generating and providing daily or as needed, compliance reports for SMA and CLO funds for clients
Modeling and calculating CLO waterfalls, shadow Trustee on waterfall review process
Running and validating pre-trade/hypo reports and results upon request for new trades across funds
Performing ad hoc reporting and analysis upon request, and when needed
Assisting in new issue CLO warehousing, closing and effective date processes, as needed
Liaising across interdepartmental teams on projects and deliverables related to the continued build out of Compliance team servicing platform
Bachelors degree in business/finance or related discipline
2 years minimum of CLO experience with indentures, compliance test modeling, waterfall modeling
Familiarity with full CLO lifecycle from warehouse to redemption, a plus
Some experience preferred in fund administration and reporting for SMA/ERISA/40ACT funds
Experience with syndicated leveraged loan asset class
Excellent written and verbal communication skills - this is critical as this position will interface directly with client and outside parties on a day to day basis
Solid MS Excel skills - solid intermediate level grasp of excel functions (vlookup, pivot tables, etc) and formulas
Ideal candidate from a peer firm, trustee shop, Big 4 Accounting firm or CLO manager

227

Portfolio Analyst Resume Examples & Samples

Experience providing Project Controls in a structured PMO
Project Scheduling Experience with Primavera P6
Experience performing cost analysis including forecasting, variances, earned value management

228

Portfolio Analyst Resume Examples & Samples

Responsible for the analysis and research of a set of 30-50 mutual funds, primarily focused on fund performance, attribution and expenses
Produce various reporting and competitive analysis and act as point of contact for a business unit function, such as John Hancock Investments, Retirement Plan Services, College Savings and Employee 401(k) plans
Compile fund reports and analysis on a quarterly basis for the Board of Trustees, including the annual peer expense analysis
Support strategic initiatives of the business with involvement in various projects requiring competitor analysis and research using a range of internal and external resources
Review asset class research and be a contributing member to an asset class team that presents their analysis to the department on a bi-weekly basis
Work closely with Manager Research Team in Investments on the performance review of funds by assisting with qualitative and quantitative fund commentary, due diligence materials and attribution analysis
Become an expert user with financial software such as Morningstar Direct, FactSet and Strategic Insight SimFund
Knowledge of investments and investment concepts
Bachelors Degree in Finance, Accounting or Economics
Ability to work through complex problems with attention to detail
Possess leadership qualities and ability to work with a team
Strong working knowledge of MS Office and other financial databases
Experience coordinating projects across different levels and teams within an organization
Convey information clearly and effectively through both verbal and written communication
Ability to work in a fast paced, high energy environment while successfully multi-tasking and meeting team deadlines

229

Portfolio Analyst Resume Examples & Samples

Generate all quarterly and annual composite performance of the Edelman Managed Asset Program (EMAP)
Collaborate with third parties to verify composite data and ensure its calculations are compliant with Global Investment Performance Standards (GIPS)
Produce, review, and post composite presentations and associated templates for Internal Staff and external affiliates
Perform analysis on prospective client portfolios using Morningstar
Calculate EMAP portfolio asset allocations and portfolio expenses
Track dividend yields and produce capital gains estimates
Investigate performance reporting inquiries from financial planning staff
Develop training materials and conduct presentations for financial planning staff

230

Junior Portfolio Analyst Resume Examples & Samples

Negotiating and influencing points of contact throughout the organization to obtain relevant and accurate data
Undertakes portfolio resource tracking using product actual and forecasted data
Analyses portfolio data to derive insights for both tactical and strategic decision making
Provides support and assistance to Portfolio Management resources in relation to the update and maintenance of Release and Portfolio reporting
Provides support in relation to escalation of portfolio-level risks/issues and change control procedures
Interacts with Technology groups in order to provide guidance on Portfolio & Release Management processes
Responsible for portfolio's that may span a broad range of products and enterprise-wide complex components
Partners with data warehouse team to improve portfolio and release data processes and visualization
Experience in portfolio management, project management or related area
Logical and analytical thinker
Experience analyzing data sets
Demonstrable ability to build and leverage beneficial working relationships and strong collaboration skills
MS Office proficiency; specifically Excel with particular strength in data analysis and reporting
Highly motivated self-starter and goal-oriented performer
Growth mindset, creative thinking and focus on continuous improvement
Working experience in Technology would be an advantage
Experience with data visualization programs would be an advantage
Educational requirement: Bachelors in Computing Science, Business Administration, Mathematics, Information Systems or other related field, or A levels (including Maths or Statistical Mathematics) and NVQ in relevant field, or other equivalent work experience

231

Portfolio Analyst Resume Examples & Samples

Document and maintain Portfolio management artefacts and information such as the Portfolio Plan, Risk Register, Dependencies Register, Resource Capacity Plan, Prioritisation model, Management Dashboard and key performance indicators (KPIs) for the portfolio
Provide pro-active, value adding portfolio analysis, advice, guidance and support
Identify inter-dependencies between programmes and projects. Evaluate risks and issues and propose mitigating actions
Analyse the portfolio to make recommendations on the programme/project mix
Balance/optimize the portfolio in terms of strategic goal attainment vs delivery capacity/capability and business as usual priorities
Impact analysis of impending strategy or policy changes
Provide expert assistance to the commissioning process which adds / removes programmes and projects from the portfolio
Provide support/information to business planning
Liaise with the Finance team for monitoring of financial spend and timing / support for audits
Assess benefits planning and realisation across programmes or projects to identify gaps, overlaps and conflicts and duplication in the benefits realisation plans of individual programmes and projects
Reviews of post-programme and post-project evaluation reports and benefits to ensure the strategic goals have been enabled/met
Provide senior managers and governance forums with the information and insight required for effective decision making. e.g
Providing an overview of all programmes, projects and interdependencies
Review the relative business priorities, risk profiles and the appropriateness and deliverability of the portfolio
Impact analysis of strategy or policy changes
Highlighting anomalies, concerns and escalation of issues to appropriate governance forum
Provide an aggregated analysis of Gated Reviews to the DLG Change Board
Review post-stage Gated Review / Gateway improvement plans to ensure key strategic portfolio actions are delivered
Develop stakeholder strategy and ensure communications are timely and effective
Identify and help implement opportunities to improve portfolio management, project workflow and enable more effective delivery
Pro-actively demonstrate required behaviours in line with expectations of the role
This role requires demonstrable experience of portfolio / PMO support in a large project environment
Solid experience delivering project MI and insight
A good track record of developing business relationships and stakeholder buy in will be key

232

CRE Portfolio Analyst Resume Examples & Samples

Bachelors' Degree or equivalent work experience
Experience in the real estate industry is preferred
Real Estate underwriting experience a plus

233

Business & Portfolio Analyst Resume Examples & Samples

Define and implement strategies, operating models, processes and tracking systems for portfolio performance, budget, resources and inter-project/system/process interfaces
Develop and manage performance measures, analytics and data visualizations to generate evidence and business insights to enable operational efficiency, optimal decision-making and targeted communications to stakeholders
Partner with and advise senior management and governance bodies in PD to ensure transparent and informed decision making
Define key performance indicators and provide business insights and analytics to enable operational efficiency and optimal decision-making
Establish and maintain the processes to support the Non-Molecule Portfolio Committee (NMPC) and PD functions in continual improvement of performance and productivity through proactive data analysis (historical and forecasted, internal and industry)
In collaboration with IT, Finance, PD functions and Project Teams, provide NMPC with business insights (project performance, project inter-dependencies, budget, resources) to enable the achievement of the NMPC goals
Manage relationships with key stakeholders within PD, IT and Finance to (a) leverage best working practices and ensure global standardization of processes and tracking systems/tools for project/resource forecasting and (b) define performance and efficiency measures
Provide strategic context to Project Teams (alignment to NMPC roadmap, project inter-dependencies) to (a) avoid misalignments among business improvement strategies and (b) help create greater efficiencies
Collaborate with NMPC, Project Teams and PD functions to determine reporting needs and expectations, and develop and maintain appropriate reports and information visualization tools

234

Portfolio Analyst Resume Examples & Samples

Minimum of 2 years of Investment Management and Services experience required
Minimum of 3 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
Minimum of 2 years of experience working in a professional team environment required

235

Portfolio Analyst Resume Examples & Samples

Assist Portfolio Managers in the management of global asset allocation portfolios, generating trades, monitoring, and analyzing portfolios and strategies. Functionally this may include performance analysis, cash management, reconciliation of portfolio positions, market analysis, monitoring and generating trades, and assisting on daily portfolio checks. Securities include futures, FX forwards, swaps, common stocks, bonds, collective funds, ETFs, and various cash instruments
Interface with other departments such as Trade Operations, Performance Group, Reporting Group, Client Service, Auditors, and Accountants
Maintain Excel spreadsheets/VBA code. Attention to detail and adherence to procedures are key components of the job
BA/BS from accredited university required
BA in Finance/Investments-related field or BS in quantitative field (such as engineering, computer science, physics, etc) strongly desired
2-3 years investment-related work experience
CFA/CAIA strongly desired
Excellent analytical skills, high aptitude for quantitative reasoning and problem-solving
Advanced skills in Excel, including ability to read and debug VBA code
Ability to work under pressure and in time-sensitive environments
Extreme attention to detail and high degree of organization
Strong adherence to procedures
Strong team player with a positive attitude
Must be willing to work market hours starting as early at 5:30am PST

236

IT Portfolio Analyst Resume Examples & Samples

Provide Planning, Budget, and Reporting support to the Chief Information Officer (CIO)
Support the CIO in accomplishing the development, preparation, submission, and justification of the Agency’s IT budget exhibits and request for resource information for the Future Year Defense Program, Program Objective Memorandum, Budget Estimates Submission, President’s Budget, and amended budget
Provide analytical support for the data center consolidation and closure efforts in accordance with Presidential, Federal Data Center Consolidation Initiative (FDCCI), and DoD CIO mandates
Gather, analyze and report Data Center Assets for quarterly FDCCI Reporting
Maintain the DITIP and DITPR databases for IT Investments and Defense Business Systems
Input IT budget data in the DoD Selective and Native Programming (SNAP) IT (SNAP-IT)
Demonstrated experience with preparing, understanding and presenting President's budget documentation
Expert level knowledge of current Federal, DoD, and Service level data center consolidation programs, policies, and initiatives
Extensive knowledge of DoD IT Investment Portal (DITIP) and knowledge of Privacy Impact Assessment (PIA)
Extensive knowledge of DoD IT Investment Portal (DITIP)
Knowledge of SNAP-IT
Knowledge of the National Defense Authorization Act (NDAA)
Working knowledge of Privacy Impact Assessment (PIA)
Working knowledge of Defense Business System Certification and Reporting
At least five years of service/Agency specific financial management or program analyst experience (USA, USAF, USMC, USN, Defense Agencies) and a high level of proficiency in Microsoft Excel is required
High level of proficiency in Microsoft Office, Access, Outlook, PowerPoint, and Word
Bachelors with five years of direct experience or equivalent
Ability to complete tasks in a timely manner with minimal oversight
Current Secret is required.

237

Portfolio Analyst Resume Examples & Samples

Participating in the long range planning and investment decision-making process with Business and Technology teams
Monitoring and tracking of portfolio delivery progress, utilizing appropriate reporting tools to monitor and track the portfolio against delivery, cost, budget, forecast, schedule and quality targets
Facilitating the engagement and relationship between business and technology development teams
Working in partnership with Project Managers to ensure the accuracy and consistency of project-related information in Clarity
Supporting Portfolio Managers to reconcile and forecast the cost of delivering the plan
Assisting with the compilation of portfolio-level status reporting, and reconciliation of portfolio funding and forecasts
Providing administrative support in relation to escalation of portfolio-level risks/issues and change controls
Interacting with Technology teams to provide guidance on Portfolio & Business Management processes and associated Clarity tool usage
Assisting in the investment decision-making process by ensuring provision of technology budgets

238

Portfolio Analyst Resume Examples & Samples

Support the initial assessment of ideas/request that are raised by the business (through the Business Partners). Manage requests, as required, onto PlanView (planning tool)
Accurately capture and present data for consideration by approval groups in a clear, coherent and consistent manner to enable informed decision-making by stakeholders
Ensure funding, schedule and resource are in place to initiate inflight project activity ie prepare projects for Gate 1
Work with the Portfolio Delivery team to ensure there is alignment between preflight and inflight projects
Support medium/long term demand/capacity planning for IT resource, identifying and informing resource requirements for recruitment/development activity
Support medium/long term planning for the scheduling of prioritised IT projects
Support the 5 year and AOP investment planning cycles by working with assigned Divisions, the IT Business Partners and the Portfolio Manager (Definition)

239

Portfolio Analyst Resume Examples & Samples

Provide guidance and support on project governance and processes across the assigned service teams. Activities will include: tracking status of project and programme deliverables and milestones; supporting the adoption of the Idea to Live lifecycle and associated tools; risk and issue facilitation and management; coordination and production of regular and ad hoc reporting; coordination of quality activities and Gateway controls
Carry out first line assurance review processes on projects according to agreed process and as directed by the Portfolio Managers
Liaise with peer Portfolio Analysts across the service teams to ensure that standards are implemented consistently across all projects. Provide support and cover to Portfolio Analysts within the team as required
Support and, where appropriate, project reporting as required by the Service Team and the Portfolio Office. (To include preparation and distribution of meeting packs and Minutes for agreed formal, regular meetings)
Co-ordination of major project management deliverables including Gates for projects within the assigned team(s) to ensure adherence to Group IT standards
Take an active role in the coaching and support of service team to ensure that both the Idea to Live processes are understood and the PPM tool (PlanView) is used effectively. Ensure that updates to Idea to Live are cascaded through to the service teams

240

Credit & Portfolio Analyst Resume Examples & Samples

Bachelor degree on Computer Science, Systems, Finance, Economics
Previous experience in processes related to consumer banking
Database management and programming (Access, SAS, SQL, Basic, .Net)
The selected candidate has a demonstrable capacity for analysis, problem solving, leadership and achievement orientation

241

Portfolio Analyst Resume Examples & Samples

Performs analysis and prepares reports to accurately present portfolio information in numerical, graphical and written formats to ensure timely and effective management decision making and appropriate action including policy and underwriting changes, remedial risk control measures, portfolio/product planning and regulatory reporting
Gathers, organizes and performs quality control check for data to be used for portfolio databases and management and regulatory reports
Accesses and interprets information for all loan products and portfolios derived from various accounting systems and databases and using software tools (e.g. Business Objects/SQL, Excel, Access) or prepared reports
Information includes portfolio growth and mix, non-performing loans, concentrations, grade classifications, yields, charge-offs and recoveries
Designs and develops programs to extract and analyze data
Researches portfolio information and provides analysis upon request to support specific portfolio/product planning, risk management programs, or regulatory requirements
Contributes toward the success of the entire department through assisting other team members on individual assignments and in joint projects
Performs all other miscellaneous responsibilities and duties as assigned
2-3 years in accounting, financial services, or management information systems
Ability to use a personal computer and is proficient on Microsoft Office software, including Outlook, Internet Explorer, Word, Excel, and Access
Relational database knowledge, strong spreadsheet proficiency and analytical skill-set
Must be detail oriented and able to multi-task
Demonstrated written, verbal, and interpersonal communication skills
Must be able to work flexible hours to include evenings, weekends, and holidays as necessary or assigned

242

Portfolio Analyst Resume Examples & Samples

Lease Administration duties to include
3 or more years of experience with lease administration
3 or more years of experience with database administration
3 or more years of experience with benchmarking and metrics
Knowledge and experience in lease administration is strongly preferred
Well-developed communication, interpersonal and customer service skills
Strong teamwork, collaboration, and relationship building orientation
Advanced knowledge of Microsoft Word, Excel, Power Point, Access, and Project
Additional computer skills desired…CAD, SAP, BMS, IWMS etc
Financial information gathering, tracking and preparation, reporting and analysis skill
Ability to seek and organize information in a complex organization
Self-starter, results-driven, with an action orientation and a bias toward project completion

243

Portfolio Analyst Resume Examples & Samples

Project and work-stream management of multiple small to medium scale efforts
Collaborate with dependent functional, development, quality assurance and change management team members
Collaborate with business partners to advocate solutions, manage escalations, change requests, risks and mitigation plans
Document and communicate business problems and relate to process and/or technology
Contribute and follow team processes and standards. Leverage tools and templates provided
Own and deliver end to end project management functions on a small to medium sized projects
Quantify the business value of an enhancement/project
Estimate assigned tasks within an enhancement/project
Responsible for knowing and applying business processes, business solutions, integration issues and regulatory controls for specific business areas
Effective meeting facilitation and presentation skills, ability to communicate clearly and effectively, can persuade and influence decision making with individuals
Demonstrates Citrix core values including integrity, respect, curiosity, courage and unity at all times
Develop and maintain business process models for Citrix
Ability to independently identify, troubleshoot and craft solutions to solve production support problems
Support System Internal Testing and User Acceptance Testing

244

IT Portfolio Analyst Resume Examples & Samples

Provide regular reporting to ensure the IT project portfolio will deliver the required business outcomes, and interdependencies are visible between programmes and projects
Ensure effective communication of the IT portfolio health through the Information Systems forum that is timely, complete and of high quality
Develop processes in collaboration with the Bank PMO team to support the prioritisation and scheduling of technical delivery
Identify process improvements to key control areas in project and portfolio management
Provide and maintain a reporting capability through development of a dashboard reporting system and provide processes and tools for capacity planning and resource management across the portfolio, programmes and projects
Act as the administrator of any PPM tools for the Bank IT delivery team
Support the governance and assurance processes, escalate issues, risks, changes and exceptions from the portfolio
Schedule meetings, define & report metrics and process development
Work closely with the finance team to ensure financial project reporting is accurate
Identify any planning contention and provide resolution
Develop and maintain the Bank IT change pipeline
Schedule and participate in bank wide assurance reviews
Manage team events and meetings, prepare papers and reports
Responsible for managing the on boarding of the project management team
Basic knowledge of project management methods and tools
Experience identifying trends, implementing strategic improvements and validating results
Advanced knowledge of MS Office
Strong understanding of project financial management data
Demonstrated ability to build rapport with colleagues and achieve outcomes through influence and partnering

245

Portfolio Analyst Resume Examples & Samples

An undergraduate degree and 1+ years of work experience
Experience working in a highly detail oriented environment
Knowledge of investments/securities and a basic understanding of the financial markets
CTFA

246

Institutional Portfolio Analyst Resume Examples & Samples

Responsibility for the daily processing of Mutual Fund Trading and overseeing the accurate implementation and execution of mutual fund trades. Make quick and accurate decisions under strict targets and deadlines
Lead and possess responsibility for the implementation of model portfolio delivery
Lead and possess responsibility for the portfolio modeling, oversight and monitoring of client portfolios related to trading activity, cash level monitoring and restrictions review on primary strategies
Proactively lead communication with Portfolio Managers on portfolio impacting activity through consistent communication and the utilization of various investment technologies
Responsible for representing the team’s support in all aspects of client relationships, including, but not limited to communication, trading, and coordination with Portfolio Managers, Portfolio Analysts, Compliance, Sales/Marketing and Trading Desk
Lead and conduct ad-hoc operational due diligence as it relates to both risk management and efficiency analysis on the institutional trading desk
Analyze impact of cash and market movements within individual accounts and create, review and implement trade allocation programs for various investment products based on those movements
Manage the entry of trades into trading platforms, engage in peer-reviews, and oversee the completion of the trades by monitoring and communicating with Traders to ensure that orders are executed as specified
Proactively participate in the evaluation of new accounts with the Compliance Team and Operations with respect to restrictions and guidelines. Recommend changes as necessary
Review account restrictions and guidelines in association with portfolio modeling on a daily basis to mitigate trading risk and lead communication on discrepancies and escalation points
Produce a variety of client related reports for internal use
Lead and Participate in value-add initiatives to mitigate operational risk and assist with the development of metrics to assess progress
Train and educate colleagues on procedures and protocols

247

Credit & Portfolio Analyst Resume Examples & Samples

Assess liquidity, debt capacity, refinance ability and other areas of financial and operating performance to evaluate areas of weakness and potential for turnaround, which is measured by setting and monitoring appropriate classification triggers
Work closely with other IRM colleagues (Seniors and SCO-level transactors) to gain guidance about the restructuring/valuation process and situations
2-6 yrs
Ability to analyze and evaluate financial statements and business plans, across a wide range of industry sectors and countries
Solid understanding of corporate and debt structuring, with a particular understanding of bank loan documentation

248

Senior Portfolio Analyst Resume Examples & Samples

An undergraduate degree or equivalent work experience with 1 - 3 years of investment industry experience
An undergraduate degree and 3+ years of work experience
Proven verbal and written communication skills
LI-MF1

249

IT Portfolio Analyst Resume Examples & Samples

Lead / Participate in scoping and defining solutions for new business problems
Identify impacts to business process and systems through impact analysis of new requirements and solution designs
Authoring and publishing quality documentation (Investment Proposals) covering all functional and business-system requirements
Preparing use case for each project that documents process loads, different process paths and system applications
Serving as liaison between various team members, including developers, the project manager, the quality assurance team and the business customer
Validating the results of the testing process
Engaging in change control in order to prevent project “scope creep”
Employ prescribed toolset and modeling techniques to analyze alternate options for technical problems and develop a "to-be" state from an “as-is" state
Providing status reports on projects and deliverables
Create and maintains complex context process and system diagrams
Work with systems personnel to implement design
Cooperate with other functional and technical teams to produce the successful implementation of new end-to-end projects and solutions
Provide input into project management. Participate in change management at department and end user level
Support application testing, implementation, and training activity
Perform quality review checks on project deliverables
Perform business process modeling and business process re-engineering, as required
Answer questions about requirements from business partner, development and QA throughout development lifecycle
Update and maintain requirements documents throughout development lifecycle
Review test cases from QA team for completeness and accuracy
May work with supplier BA’s on the same application to ensure they follow process and to peer review their work
Ensure IT Stakeholders have a contextual understanding of the Business Operations included or involved in the initiative
Generate business cases (cost and benefit modeling) supporting proposed initiatives
Support road mapping activities in assigned business areas
Minimum of 2 years in a business analyst or software product Quality Assurance role
Screen mockup and prototyping experience
A bachelor’s degree in business, computer science, information systems, or a related field
Experience with formal software development methodologies and processes are required
Experience in at least one IT discipline (such as technical architecture, solution architecture, network management, application development, middleware design, information analysis, database management or operations management) in a heterogeneous environment — or five years of experience in solution architecture, business analysis or business strategic planning
Understanding of business process and data flows
Understanding of system development or application development life cycle
ITIL certification
Certification of Competency in Business Analysis (CCBA)
Certified Business Analyst Professional (CBAP)
Strong business acumen to quickly learn new consumer experiences (or business processes) and understand the technology requirements needed to support achieving revenue and profit goals
Ability to be comfortable working in a fast-paced, results-oriented environment
Strategic thinking skills to participate in planning, design, and policy development related to data management
Excel, Word, PowerPoint, SharePoint tools
SQL Server; general knowledge of database design
Strong collaborative skills to work across multiple stakeholder groups to translate business strategies, initiatives, goals and objectives into IT requirements
Strong collaborative skills to work across multiple stakeholder groups to translate business strategies, initiatives, goals and objectives into data management proposals
Strong presentation skills to effectively convey with both business and technical teams
Team player able to work effectively at all levels of an organization with the ability to influence others to move toward consensus
Ability to analyze project, program and portfolio needs, as well as to determine the resources needed to achieve objectives and overcome cross-functional barriers
Strong meeting facilitation skills
Ability to apply multiple technical solutions to business problems
Basic knowledge of financial models and budgeting
Understanding of network and security architecture
Strong organizational skill to track all activities, information and artifacts related to an initiative and share this in an easy to use manner with stakeholders
Ability to influence stakeholders to reach a conclusion or make decisions

250

Portfolio Analyst Resume Examples & Samples

Deliver accurate, and timely, portfolio analysis and reporting to assigned customer base
Partner with internal groups on process improvement to create efficiencies and achieve optimal results
Assist customer base in identifying, and prioritizing, opportunities to maximize IT utilization in achieving MetLife goals
Coordinates communication with all areas that impact the scope, budget, risk, and resources of assigned portfolio
Facilitates working relationships between various parts of the organization
2 or more years’ experience as financial or portfolio analyst
3-5 years’ experience in an IT organization
Demonstrable experience with MS Office and Enterprise Portfolio/Program Management tools (Clarity experience preferred)
Undergraduate degree in Business Administration, Finance, Information Systems, Computer Science, or other related field strongly preferred
Project Management experience and/or certification desired

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Credit & Portfolio Analyst Resume Examples & Samples

Credit & Portfolio Analyst Resume Examples & Samples

Credit & Portfolio Analyst Resume Examples & Samples

Portfolio Analyst Resume Examples & Samples

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Portfolio Analyst Resume Examples & Samples

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Credit & Portfolio Analyst Resume Examples & Samples

Credit & Portfolio Analyst Resume Examples & Samples

Portfolio Analyst Resume Examples & Samples

Portfolio Analyst Resume Examples & Samples

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Portfolio Analyst Resume Examples & Samples

Portfolio Analyst Resume Examples & Samples

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Portfolio Analyst Resume Examples & Samples

Portfolio Analyst Resume Examples & Samples

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